Stock market weekly
New episode every FridayLatest episode Episode 854 28 min
AI Stocks and Tech Just Got Wrecked. Here’s What I’m Watching.
AI leadership cracked as QQQ fell roughly 5.5%, even while rotation lifted other sectors.
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This week’s market setup
AI leadership cracked as QQQ fell roughly 5.5%, even while rotation lifted other sectors. Evan examines why CoreWeave credit concerns matter and why improving breadth offers little comfort when your stocks are the ones selling off. Quant Rockets took stops and raised cash, while Galahad's longer horizon and put protection helped cushion the damage. See which AI infrastructure charts need to stabilize, why Bitcoin's relative strength stands out, and how your timeframe changes the decision to act or wait.
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