Big Tech companies are continuing to invest trillions into AI infrastructure, indicating strong demand and underlying fundamentals despite market pullbacks.
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The creator discusses the current stock market dip, attributing it to a combination of factors including Me...
Jul 3, 2026
The creator discusses the current stock market dip, attributing it to a combination of factors including Meta's AI compute capacity news and weaker-than-expected US job growth. They also mention Apple's potential chip sourcing issues and the ongoing AI spending boom. The creator notes that while some stocks have seen significant gains, the underlying fundamentals remain strong, suggesting that pullbacks are healthy in a bull market.
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Apple is seeking approval to buy memory chips from CXMT, a Chinese company, due to supply chain constraints for memory chips.
Meta's news about building a cloud business to sell excess AI capacity contributed to investor nervousness and a sell-off in AI infrastructure and semiconductor stocks.
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