The AI Boom Is Starting To Crack

The AI Boom Is Starting To Crack

June 25, 2026 · 28 min

About this episode

The episode discusses the current state of the AI trade, the decline of Netflix's stock, the ongoing sell-off of Meta, and highlights a failure involving JP Morgan's community manager.

00:00 The AI Trade Is Cracking 07:36 Netflix At 52 Week Low 17:00 Meta Sell-Off Continues 23:40 Fail Of The Week: JP Morgan Community Manager

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