Broadcom is mentioned as another company that has missed expectations, contributing to the view that there are cracks in the AI sector's foundation.
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Is It Time To Sell AI Stocks Like Micron, SK Hynix, & AMD Right Now?
Jul 13, 2026
The creator agrees that many investors are in denial about the AI trade and that the best gains may be behind us, but disagrees with the notion that the AI sector is completely over. He acknowledges that the AI trade is changing and that some cracks are appearing in the foundation, with people rotating out of certain AI stocks. However, he believes there's more to the AI story than just the initial parabolic run.
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Oracle is mentioned as one of the companies that has missed in some way, contributing to the perception of cracks in the AI sector's foundation.
Meta is mentioned as an example of a company where Agentic AI is not progressing as hoped, contributing to the changing AI trade narrative.
SanDisk is mentioned as one of the AI stocks that is falling, indicating a struggle in the AI space.
Nvidia is mentioned as one of the AI stocks that is falling, indicating a struggle in the AI space.
AMD is mentioned as one of the AI stocks that is falling, indicating a struggle in the AI space.
Micron is mentioned as one of the AI stocks that is falling, indicating a struggle in the AI space.
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