Скачать или смотреть AI Stocks Crashed No This Was Emotional Selling Here’s What the Market Got Wrong

Last Friday’s market selloff sparked fresh fears about an “AI bubble,” but the real story is very different.

Oracle’s earnings raised serious cash-flow concerns. Broadcom then amplified uncertainty around margins and AI investment returns. Together, they triggered a wave of fear-driven selling — where investors stopped differentiating and sold anything labeled “AI.”

As a result, stocks like AMD, Meta, and Microsoft were sold together, despite having very different business models, cash-flow profiles, and monetization paths.

This video breaks down why this wasn’t an AI crash, but a classic case of emotional mispricing — and how investors should think about market rotation, cash flow, and real AI monetization going forward.
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