Redwire is highlighted as a past successful small-cap stock pick that has seen significant gains.
Source Post
The Exact Date of Next Stock Market Crash
Jun 4, 2026
The creator discusses the potential for a market crash, citing warnings from Ray Dalio about an AI bubble and trillion-dollar IPOs like SpaceX and Anthropic. He connects this to the recent 12% drop in Broadcom (AVGO) on strong earnings, suggesting it was the first domino. Rising oil prices and hot inflation data further increase market risk, potentially preventing the Fed from lowering rates.
Linked Mentions
Tickers discussed in this post
Alphabet is listed as an AI proxy stock that could face selling pressure due to capital rotation into direct AI investments.
Nvidia is mentioned as a profitable AI leader, contrasting with dot-com era companies.
Microsoft is mentioned as a profitable AI leader and part of the big tech companies spending heavily on AI infrastructure.
Meta is mentioned as one of the big tech companies spending heavily on AI infrastructure, which could pose a risk if not translated into revenue.
Amazon is mentioned as one of the big tech companies spending heavily on AI infrastructure, which could pose a risk if not translated into revenue.
Google is mentioned as one of the big tech companies spending heavily on AI infrastructure, which could pose a risk if not translated into revenue.
Broadcom is mentioned as having rallied 40% before a crash, serving as an example of extreme valuations.
Linked Signals
Tracked calls opened from this post
RDWRbuy opened Jun 4, 2026
+1.34%