Many good observations in this segment. If you have money in the stock market, you should understand what you are betting on.

AI-linked stocks account for a record 45% of the S&P 500’s total market capitalization and drive nearly all of the gains it’s had for the year so far. Note that’s the S&P, the general market. These companies make up an even higher percentage — nearly 70% — of the NASDAQ 100’s market cap. Here is a direct video link.

Also, this one:

There are fresh signs that the AI boom is wobbling. Again. In recent weeks, a much-vaunted AI focused hedge fund run by Valley wunderkind Leopold Aschenbrenner lost $35 billion dollars. South Korea saw its largest-ever stock market collapse as investors pulled bets on AI chips. Due to a fresh series of moratoria and political opposition, the future of the massive data center buildout has never looked more uncertain. The US markets have dipped and boomed, dipped and boomed. Where does all of this leave us? Everybody agrees we are in some kind of a bubble. How big? When will it burst? How? This week, I dive into all these questions with noted AI skeptic, analyst, and industry scapegoat Ed Zitron, the author of the Where’s Your Ed At newsletter and CEO of EZ PR. Here is a direct video link.