Western Digital is part of the memory and storage sector that is going vertical, but the creator advises caution and trimming positions.
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the ai/semiconductor bubble is going to burst… this is what you should do #stocks
May 26, 2026
The creator discusses the AI and semiconductor bubble, noting the significant gains in companies like Nvidia, AMD, Micron, and Western Digital. Despite strong performance, they warn about potential market corrections due to macroeconomic factors and the cyclical nature of the industry, suggesting strategies for managing risk and identifying opportunities.
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Micron Technology is part of the semiconductor sector experiencing significant gains, but the creator advises caution and trimming positions.
AMD is part of the semiconductor sector experiencing significant gains, but the creator advises caution and trimming positions.
Nvidia's strong revenue growth and guidance suggest continued demand, but the stock's performance and the broader market conditions warrant caution.
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