About this episode

The episode discusses the implications of the AI trade losing its key signals and the importance of understanding underlying valuations.

Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability — and that raises a critical question for investors who've built positions around AI infrastructure, chips, and related names. When the narrative cracks, understanding what's driving valuations underneath becomes more important than ever. Today's Stocks & Topics: SAP SE (SAP), Market Wrap, Sirius XM Holdings Inc. (SIRI), AI Tokens, Terex Corporation (TEX), What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star, Applied Industrial Technologies, Inc. (AIT), Adobe Inc. (ADBE), SMI 3Fourteen Full-Cycle Trend ETF (FCTE), ROTH Conversions, Hyperscalers. Our Sponsors: * Check out Chilipad and use my code INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

People in this episode

Hosts: Justin Klein, Luke Guerrero

Topics covered

• AI trade
• investing
• market analysis
• valuation
• technology stocks

Keywords

• AI bubble
• investing
• market signals
• valuation
• technology

Sponsors

Chilipad, Plaud AI, Quince, TruDiagnostic

Mentioned in this episode

Organizations: Bloomberg, SAP SE, Sirius XM Holdings Inc., Terex Corporation, Applied Industrial Technologies, Inc., Adobe Inc., SMI 3Fourteen Full-Cycle Trend ETF

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