sellBearishHigh Conviction
Mentioned 7/17/2026
Current ROI
+0.18%TL;DR
The creator predicts that the largest stocks in the Nasdaq 100 will unwind hard due to AI-driven job displacement and reduced 401(k) flows.
Analysis from 7/17/2026
Creator Profile
The Meb Faber Show
YouTube | Stock
41,500 followers
Visit creator profileTracked since February 27, 2026
Return Since February 27, 2026
Creator Strategy-8.40%
Market Index (SPY)+8.35%
Recent Posts
Latest published research
July 17, 2026
How AI Could Break the Stock Market | Carson Block Explains
Carson Block of Muddy Waters Research discusses the challenges and changing landscape of activist short-selling, noting a decline in civility and an increase in "lawfare" against critics. He shares an experience shorting SoFi, highlighting the intense retail investor base and the aggressive tactics employed against short-sellers. Block also touches on the "golden age of grift" and the reliance of short-sellers on regulatory institutions like the SEC and DOJ.
6 tracked mentions1 linked signals
July 15, 2026
Ben Carlson's Favorite 100 Year Stock Stat
The creator discusses a historical statistic about the S&P 500, noting that there have been more years with 20% or greater gains than down years over the last century. This highlights that extreme positive performance is more common than the typical long-term average might suggest.
1 tracked mentionsNo linked signals detected
June 28, 2026
Why Today's Biggest Stocks Are Doomed
The creator discusses the concept of creative destruction in capitalism, highlighting how dominant companies and sectors change over time, using historical examples like railroads and the tech boom of the late 90s (Cisco, Microsoft) to illustrate that today's leading stocks, even those in AI, may not be the leaders in the future.
2 tracked mentionsNo linked signals detected
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
High-Conviction Portfolio Performance Since February 27, 2026
Total Tickers
1
Success Rate
Locked
Average Return
Locked
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