The creator speculates that SpaceX might go public to compete in data centers, implying Tesla is not the vehicle for this competition.
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Why Stocks Are Crashing Today
Jun 22, 2026
The creator discusses the current stock market downturn, attributing it to institutional rebalancing at the end of the quarter and a rotation into safer assets like bonds, driven by elevated interest rates. Despite the broader market's flatness, individual tech stocks like Google, Meta, and Amazon are experiencing significant drops, which the creator views as opportunities. The creator also expresses skepticism about the current valuations of traditional companies like Pepsi and Procter & Gamble, preferring to invest in strong companies trading at discounts, referencing Warren Buffett's philosophy.
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Microsoft has the largest backlog revenue waiting to be unlocked, despite delays in data center build-outs.
There is a bubble in data centers and chips, implying high demand and spending, which benefits companies like Nvidia.
Google is trading at an intriguing 26 PE with insane growth rates, and its cloud growth and AI adoption are working.
The creator suggests it's unwise to overpay for companies like Walmart when stronger companies are available at discounts.
The creator thinks it's a mistake to overpay for companies like Procter & Gamble when better opportunities exist.
The creator believes it's foolish to overpay for companies like Pepsi given current valuations.
Take-Two lost almost 5% of its gains despite positive news from GTA 6, illustrating the difficulty in rallying stocks.
SpaceX is mentioned as being down 10%, highlighting the broad market weakness.
Amazon is down 4%, and the creator views this sell-off in big tech as a potential buying opportunity.
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