Y01 - AI Stocks Are Crashing. Will It Continue? This One Signal Reveals The Trend Neighbours [Z2PkSlyKpVP]

AI stocks are crashing and the bear case has never looked stronger. callum mcgregor Big Tech is spending $200B+ on

AI epic universe infrastructure, borrowing heavily to fund it. Warren Buffett is trimming tech and warning on

valuations. Cheap models like Kimi K3 are matching top performance at 40% lower cost. And history

the telecom bubble, the 2014 shale crash shows exactly how debt-fueled booms end.

But the conclusion everyone's reaching is wrong.

In this video, I break down sheep detectives the one distinction the bears always miss: high debt at peak inventory

vs. high debt during expansion. One killed telecom and shale. The other built Amazon AWS into the

most profitable business in tech history. So which situation is AI actually in right now and

what's the one signal that tells you when the trend is about to turn?

Follow the demand, not the debt.

CHAPTERS

0:00 The bear case is stronger than you think

0:14 $200B+ AI capex and the debt pile (and the Kimi K3 problem)

0:56 Buffett's warning + telecom & shale: how these stories end

1:44 The bear conclusion: "case closed"?

1:58 REVERSAL: the critical distinction everyone misses

2:38 Why revenue covering debt changes everything

3:10 The case the bears always forget: Amazon AWS

3:52 Where AI actually is right now

4:32 The one signal to watch (MSFT, AMZN, GOOG, META earnings)

5:10 High debt doesn't kill booms. Demand saturation does.

KEY TAKEAWAYS

Big Tech will spend $200B+ on AI infrastructure this year much of it borrowed

The telecom bubble and US shale show what happens when debt meets flat demand

But high debt during an expansion phase is how category leaders are built see AWS

Cheaper models (like Kimi K3) don't kill AI demand they expand it

The signal to watch: is AI revenue still accelerating in cloud earnings?

#AIStocks #AI #Investing #StockMarket #ArtificialIntelligence #AWS #Buffett

Disclaimer: This video is for educational purposes only and is not financial advice. Always do your

own research before making investment decisions.