Recapping a Wild Week in AI Markets

Episode 150! As we look out our window watching New Orleans prepare and improve before the Super Bowl, we delve into the recent turmoil in the AI market, particularly the impact of a Chinese company's AI announcement on major tech stocks like Nvidia and Broadcom. Our discussion emphasizes the importance of market expectations and the potential for volatility in tech stocks, drawing parallels to past large shifts like the beginning of the Internet age.

Key Takeaways

• [00:17] - New Orleans prepares for the Super Bowl
• [05:10] - Empathizing with Bills fans over NFL referees
• [08:07] - AI market volatility due to new competitors
• [10:18] - Replication vs. innovation, China/DeepSeek’s AI Models
• [17:07] - Market breadth after tech’s Black Monday
• [18:50] - Expectations vs. reality for tech stocks

View Transcript

Links

• Nvidia just had the largest single-day market cap decrease in stock market history
• AI disruption from DeepSeek
• How far tech stocks are away from all-time highs
• European banks have outperformed the Mag 7 over the past two years

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• Doug Stokes
• Greg Stokes
• Stokes Family Office

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