SanDisk is mentioned as a potential future AI exposure addition if the sector continues to pull back.
Source Post
You Are Wrong About This AI Stock Crash (AMD, Micron, Nvidia, & More)
Jul 3, 2026
The creator discusses the recent sell-off in AI stocks, including Nvidia, Broadcom, Micron, and AMD, attributing it to capital rotation, concerns about future overvaluation, and charts reaching overbought levels. The creator also mentions that while AI stocks are falling, other sectors like software are performing well, citing Microsoft, Palantir, and P&W as examples. The video aims to explain the reasons behind the AI stock pullback and whether the AI trade is dying.
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Tickers discussed in this post
Amazon is discussed as a hyperscaler that might be impacted by Meta's AI spending, but the creator believes it shouldn't be significantly affected.
Apple is mentioned as a stock that has seen significant gains, illustrating the concept of capital rotation away from AI.
Robin Hood is mentioned as a stock that investors are rotating into from AI, but the creator does not provide a specific thesis on Robin Hood itself.
Sofi is mentioned as a stock that investors are rotating into from AI, but the creator does not provide a specific thesis on Sofi itself.
Palantir is up 20% as capital rotates out of AI and into software, indicating strength in the software sector.
Microsoft is performing well, up 10%, as money rotates out of AI and into other spaces like software.
Qualcomm was mentioned as one of the AI stocks that experienced a brutal week and fell into the red.
Marvel was listed as one of the AI stocks that experienced a brutal week and fell into the red.
Broadcom was mentioned as one of the AI stocks that experienced a brutal week and fell into the red.
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