SpaceX is mentioned as an example of a company with a beautiful story sold to the public, similar to the current AI trade, where banks were screaming 'buy' despite underlying risks.
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Wall St Is Pumping AI Stocks — So Why Are They Falling
Jul 15, 2026
The creator argues that Wall Street's bullish stance on AI stocks is driven by conflicts of interest, as banks profit from advising companies. Despite widespread buy ratings and inclusion in major indices, many AI-related stocks, including IBM and SpaceX, have seen significant price drops, with analysts issuing price targets that seem detached from reality and company fundamentals. The creator highlights SpaceX's inclusion in the Nasdaq 100 under new, relaxed rules and questions the validity of extremely high price targets given the company's unprofitability and astronomical valuation multiples.
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The creator mentions Nvidia as an example of an AI stock that is attracting speculative money, similar to the crypto mania.
ServiceNow, along with Microsoft and Salesforce, was dragged down in sympathy with IBM's decline, as the market realized that companies starving normal software spending to fund AI poses a risk to these stocks.
Salesforce, along with Microsoft and ServiceNow, was dragged down in sympathy with IBM's decline, as the market realized that companies starving normal software spending to fund AI poses a risk to these stocks.
Microsoft, along with Salesforce and ServiceNow, was dragged down in sympathy with IBM's decline, as the market realized that companies starving normal software spending to fund AI poses a risk to these stocks.
Goldman Sachs is mentioned as an example of a financial institution that may not be significantly impacted by a market bubble pop, unlike individual investors.
IBM experienced its worst single day in history, down 25%, indicating a severe sell-off despite Wall Street's general bullishness on AI.
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IBMsell opened Jul 15, 2026
-1.42%