The creator is monitoring Sandisk as part of a watchlist of AI-exposed stocks to see if they can rally if yields fall.
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The creator discusses the Fed's recent warnings regarding financial stability risks from the massive AI inf...
Aug 20, 2026
The creator discusses the Fed's recent warnings regarding financial stability risks from the massive AI infrastructure buildout, noting that AI is increasingly financed by debt. He suggests that if AI earnings expectations are lowered, it could trigger a chain reaction of falling AI stocks and tightening financial conditions, shifting the focus to valuation rather than just interest rates.
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The creator is monitoring Nvidia as part of a watchlist of AI-exposed stocks to see if they can rally if yields fall.
The creator is monitoring Micron as part of a watchlist of AI-exposed stocks to see if they can rally if yields fall.
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