Tower Semiconductor is listed among the AI stocks experiencing a price drop.
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The creator discusses the recent market volatility in AI-related stocks, attributing it to concerns about A...
Sep 14, 2026
The creator discusses the recent market volatility in AI-related stocks, attributing it to concerns about AI development. He notes that he has been holding cash and is now looking to deploy capital into new positions and increase his existing high-conviction bets.
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Marvell Technology is shown as one of the AI stocks currently in the red.
Roundhill is listed among the AI stocks experiencing a price drop.
Sandisk is shown as one of the AI stocks currently in the red.
Applied Optoelectronics is listed among the AI stocks experiencing a price drop.
Nebius Group is shown as one of the AI stocks currently in the red.
AMD is mentioned as part of a list of AI stocks experiencing a price decline.
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