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The creator discusses the current sell-off in AI stocks, attributing it to factors like potential Fed rate...
Jul 28, 2026
The creator discusses the current sell-off in AI stocks, attributing it to factors like potential Fed rate hikes, supply shocks from the Iran war impacting oil prices, and a cooling labor market. They also note a correction in the AI complex and express skepticism about the Fed's immediate rate hike plans, suggesting the pendulum has swung too far in the other direction.
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