Wall Street's Big AI Stock Lie Exposed!

All right, guys. We got an interesting situation playing out here. Everybody is screaming that AI stocks are selling off and that everything is massively down. Well, I'm going to show you some things that really paint a very contradictory term to that. We're going to look at the one month on a lot of the major stocks, Nvidia, Micron, AMD, Broadcom, SK Hynix, all that. But really what I want to talk about is the is the overall market and this this sense that we're seeing in the markets that, you know, everything is out there and like this is a headline. Stock market today, Nasdaq hammered by chip sell-off. Okay. Let's take a look at Nvidia. So, today on the one day Nvidia is down 0.79%. All right, well, maybe it's just maybe maybe AMD's down. On the one day AMD is up 0. 21. On the one day, Broadcom is up 0.3%. So forth and so on. And it's interesting how we're seeing this play out. Now, I want to point you right here. See the Nasdaq's down 212. Dow is down 199. And to round out the other ones, the other stocks we care about here on my channel, all right, here's Micron. Micron on the one day is up 4.6 4.7%. SK Hynix on the one day is up 6.89%. Now, SK took a bad took a beating yesterday. It was down about 12% overall yesterday. But I want to bring this back to the sentiment that AI stocks are selling off and you know, this is a bad thing and everything's kind of going sideways and it's going down. No, it's not. There continues to be this narrative on in a on in and around Wall [clears throat] Street that we are seeing a situation where AI spending is going to get bad. Look, why the ugly semiconductor route just got could get uglier. I mean, okay. But the truth of the matter is is that there I don't really feel that. Now, what's playing out now I think is a is a situation where we got a couple of other things at at play. Uh we had just the announcement that China moonshot unveils world's largest open AI model closing in on US rivals. And everybody starts freaking out because they're like, "Oh, okay. This you know, they're going to this China's moonshot is going to look um basically offload into the markets really really cheap AI for people to use." Okay, that's fair. It's a thing. It's it's out there. But I think that's partly one of the reason you're seeing the sell-off in the overall Nasdaq could maybe because of that. But again, you continue to see headlines with this. You know, how it could get uglier and all this kind of stuff. I think we are in a little bit of a risk-off move right now. Risk-off means people are kind of kind of getting away from risk assets, although I wouldn't consider Nvidia and AMD and Broadcom Micron SK Hynix a risky uh stock to own per se in more in the long term because we're I'll always bring you back to this very simple fact is that AI spending is not slowing. The AI arms race is not slowing. And by the way, AI stocks are not selling off today even though all the headlines on Wall Street would say that they are and they're simply not. Okay? And that's what I'm trying to convey to you is that look, if you want help staying on top of this and you want me to help you with that, I'd love to do that. Subscribe to the channel. It's free. Hit that subscribe button, please. Okay? Um because this is what I do for you. I'm going out looking at this stuff and kind of challenging the thinking and and the the overall sentiment out there and talking really more about uh you know, what we're seeing playing out and you know, I don't I I see the semiconductor space by in a sell-off. I don't really think it is. Now, do we have more downside? Yeah, I did a video on that talking about that yesterday, specifically around, you know, maybe buying levels if you're looking at maybe wanting to pick up Nvidia or AMD or some of these major AI stocks because the truth of the matter is is that, you know, there will be periods as we roll forward in the next week, 2 weeks, whatever it is because if there is a little bit of kind of economic uncertainty in the overall financial markets where we could see Nvidia drop. If we see Nvidia drop another 15, 20% in the next week or two, that's a buying opportunity. Same thing can be said for advanced, you know, micro micron, right? AMD, Broadcom, whatever it may be, but we are not in a massive semiconductor sell-off now as Wall Street would lead you to believe. It is simply not playing out that way, which brings me back to the overall scenario that I talk a lot about here on my channel. It is the fact that you are going to see continuously every single week, especially in the AI sector, a situation where there will always be articles, there'll always be content that I think is is geared towards a generating clicks and and generating hype and trying to get you to click on them so that you then click and and read the article, you know, "Semiconductor market's in a massive sell-off." No, it's not. I just showed you the proof. I just showed you that. In fact, you want even more proof? Look at this. If you look at Nvidia and you look at it on the 1-month, it's up 0.75. Now, I'm not saying that that's like amazing, but it's not like it's down 40%, okay? Which again, Wall Street would lead you to believe or want you to believe. If you look at AMD on the 1-month, it's down 2%. It's only down 2% and arguably a very volatile in the last 30 days. Broadcom on the 1-month is down 4%. Micron on the 1-month is down 14%. Memory's been hit harder. SK Hynix has very limited data cuz it just started trading, but it's down 4%. So, Micron is right now the biggest loser, if you will at 14% but even at 14% down that's not a dramatic a dramatic move down as Wall Street would lead you to believe that the entire AI sector is in this massive decline. I just want you to understand and look past the hype and look past the headlines and look past quite frankly in my opinion a lot of misinformation that is out there. That's what I want you to do. Okay, I think it's a fake out. I think it continues to be a coordinated effort to dislodge you in some some instance of your AI. Now again, you got to realize that these companies like finance.yahoo and all of the major online marketplaces. What are they in the business of? They're in the business of generating ad revenue and getting clicks and seeing, you know, and and basically having people stay on their on their you know, on their platform. Stocks fall as chip sell-off hammers Nasdaq. I mean this is and this is by the way 8 minutes ago. No, it hasn't. I just proved to you that that is simply not true. Chips are not having a major sell-off right now today and or in the last month. Now there may be other other you know, like you know, what let's look at Intel. Let's just see. Let's see. Maybe Intel is selling off. All right. So Intel, no. On the one day it's up .72 and on the one month it's down 19%. All right, Intel's down 19% as far as in the semiconductor space. That is the biggest one that's down as far as percentage down in the last month but that's not a major oh my god, you know, semiconductor stocks are crashing and stocks fall as chips major sell-off hammers Nasdaq. You get my point. My point is is that you are in a volatile space which is AI stocks. AI stocks right now are moved by just about anything. We saw that happen with Taiwan Semiconductor announcing earnings saying that their the the the prices are going to start going up and it just triggered this massive sell-off in the last 36 hours, okay? We saw the same thing happen when Samsung announced their earnings and mentioned, you know, a few things that that the street didn't really like even though they had 19x amount of profit, I believe in the in the, you know, period over period year to date or not year to date but period over period. My point to you is is that is that because there was one and by the way, it wasn't they didn't miss on earnings, they didn't miss on forward-looking guidance or anything like that. It just caused this major sell-off because everybody is so emotionally/panic-based triggered around AI stocks. Every week we continue to see the same narratives just trotted out. The narrative of is you know, AI AI spending is going to slow down, the valuations are too high, you know, so forth and so on and I mean, yeah, you can look at some of these companies and their PE ratios are high. I agree but they they warrant it as from a, you know, what they're producing in earnings and valuations and earnings per share and all that kind of stuff like Micron and SK Hynix, those are bad examples cuz their PE ratios are actually really really low relatively but but my you get my point, okay? AI stocks are not falling. The market is not being slammed by a massive major AI stock sell-off but this would lead you to believe that it is until you start digging into it. And that's what I'm trying to say to you. Look past the hype, look past the media and and and know your numbers and know what it is because that's what it comes down to and don't let that emotion hype panic drive you out. That's what I wanted you to understand cuz I think quite frankly, Wall Street's lying to you. I do. I really do and I think that they continue in one way or the other that to to lie but again, remember what kind of it is. A lot of it is is hype built around headlines. And headlines on finance that that get clicks are market sell off because of AI stocks. Okay, cuz they're driving ad revenue. They want you on. They want to serve ads on that page and all that kind of stuff. It's just like in your local news and I said this before. Local news, what do they cover? Every Every time I watch my local news, there's a story about a fire. Everybody loves to Everybody loves to see stories about fires or major wrecks that are going on. It's our human nature. So, we want to see So, we click on headlines like this. Stocks fall, chips sell off, hammers Nasdaq. Oh my god, it's going to You get my Look, semiconductor stocks keep falling as investors go risk off right here. Why the early semiconductor route could go lower. I mean, you get it. You get it. I mean, it's just there. The 3.3 chip sell off is nearing a bear market. Chart of the day. Headlines drive engagement. Just like the headline of this video. Drives engagement. That's the point. But, I'm also telling you the truth. Okay, thanks for giving me a few minutes. I appreciate you and I will see you down the road.