{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Loop AI","title":"AI Stocks Just Lost $2 Trillion. Here's Why the Market Is Wrong","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/5e8ba91f\"></iframe>","width":"100%","height":180,"duration":1501,"description":"The stock market just lost $2 trillion in 40 minutes, and AI stocks took the worst of it. Intel is down more than half since October, AMD fell 17% in a day, and memory and cybersecurity names went red with them. Ejaaz breaks down why it happened (valuations, the ROI question and the midterm vote on data centers) and why he thinks the market is wrong: demand for AI is still climbing, with GPU rental prices up as much as 106% since July while token prices fell 58%.\nWe also cover where the money went (Apple, Amazon and Microsoft held up), Black October, Nvidia as the bedrock of the AI trade, the memory-stock bear case, why AI agents need far more CPUs, Palantir's record quarter, the fridge and blood-bank hacks, China paying a premium for Nvidia GPUs, how little the Fortune 500 spends on Claude, Big Tech's buyouts and Anthropic's IPO valuation.\n==\nFOLLOW EJAAZ ON TWITTER:\nhttps://x.com/cryptopunk7213\n==\nTimestamps\n00:00 $2 Trillion in 40 Minutes\n00:51 Where the Money Went\n01:32 Why the Market Is Wrong\n02:47 Black October\n03:32 Intel's 50% Drop\n04:57 The Midterm Effect\n06:15 The Bull Case\n07:07 Nvidia, the Bedrock\n08:34 GPUs Are Worth More Than Ever\n10:09 The Memory Stock Problem\n12:04 Intel, AMD and the CPU Boom\n14:28 The Skeptic's Case\n15:49 Cybersecurity Goes Red\n17:32 China Wants Nvidia GPUs\n18:42 The Long View\n21:26 The Bear Case\n23:19 Anthropic's Valuation\n24:12 Final Thoughts\n#ai #stockmarket #nvidia #intel #amd\n==\nAlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.\n👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571","thumbnail_url":"https://img.transistorcdn.com/eEvfDcioyXt_JP5dOd1j7wEY5UftNIM06PjgQA_TLes/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82MmQx/ODlmNDYyMjIxZTU3/NTgwOGJjMmUzZTkz/OWE5Ny5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}