Iron is listed as a company that many people are invested in, indicating it's a recognized player in the market.
Source Post
The AI Sell-Off Is Happening Again. Here's What I'm Actually Doing
Jun 10, 2026
The creator discusses the recent CPI report and its implications for inflation, particularly concerning energy prices. The video also covers the mixed performance of major tech stocks, with a focus on AI-related companies like Nvidia, Google, and Broadcom experiencing a sell-off. Oracle's upcoming earnings are highlighted as a key event that could impact semiconductor and cloud-related stocks, with the creator outlining potential positive and negative scenarios based on backlog recognition, margin improvement, and capex spending. Fintech names like Sofi, Shift4, and Robinhood are also briefly mentioned.
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OpenAI is cited as a company experiencing high demand for its services, indicating a need for more capacity.
Microsoft is mentioned as an example of a company that previously faced headlines about pausing data center builds, which they clarified as prioritization of locations.
Google is cited as a major player in AI infrastructure that is experiencing high demand and capacity constraints.
Adobe is mentioned as a SaaS name that has started to catch a bid, but the creator's stance is unclear.
Robinhood is up 6.2% due to positive monthly metrics released by the company.
Shift4 continues to decline, down 4%, indicating ongoing weakness in the fintech sector.
SoFi is back at $16 per share, mentioned as one of the red fintech names.
Corre dropped back under $100 per share, mentioned in the context of Oracle's earnings impact.
Snowflake (Neoclouds) is red across the board, with a possibility of dropping under $200 per share.
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