These Stocks Are Moving - Heres Why | Momentum Monday Cancellieri [VU9aKN9pSFc]

AI stocks are having their first real gut-check of the year and Howard Lindzon and Ivaylo Ivanhoff break down what's actually happening under the surface.

With SpaceX debuting at a $2 trillion valuation on roughly $20 billion in revenue, Howard argues the market is "not happy," and it's taking that anger out on anything space-adjacent, Tesla, and the broader AI trade. Data centers, space names, and quantum computing are down 5080% off their highs; the average AI-related name is off 3050%. Is this the top, or just a normal reset after a massive run?

Meanwhile, the guys make the case that the real AI winners may be hiding in plain sight: small caps posting permanent cost savings, forgotten IPOs breaking out, and old-economy names finally putting AI swiss airlines pilot emergency efficiencies on the P&L. Manpower reportedly pulled $200M in permanent savings; StockTwits doubled revenue with 30% fewer people.

They also dig into Apple and Google breaking out relative to the S&P, Marvell and Jensen's "trillion-dollar company" call, biotech setups, copper, cybersecurity, and the memory/DRAM trade.

Timestamps below.

Howard Lindzon founder abner uribe of StockTwits, angel investor, and fintech commentator.

Ivaylo Ivanhoff trader and market strategist focused on momentum and swing trading.

This video is for information and entertainment only. It is not investment advice or a recommendation to buy or sell any security. The hosts may hold positions in names discussed. Do your own research.

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00:00 Cold open: Howard's finger recovery & a health update

00:41 New studio, San Diego summer, first taping in 3 years

01:08 An interesting neymar point: can they hold this market together?

01:40 SpaceX's $2 trillion IPO "priced like a SPAC"

02:36 Tesla slides to 3-month lows

03:06 What's actually working: Apple, cybersecurity, software

03:33 Apple breaks out relative to the S&P

03:55 Google's breakout and the chip angle

04:42 The worst groups: data centers, space & quantum (-5080%)

05:45 Why this AI pullback is "normal" after such a run

06:00 Marvell and Jensen's trillion-dollar call

06:38 The Nvidia-backed momentum name ($46B cap)

07:44 Waiting on a new base and the 200-day

08:00 Rotating into biotech

08:35 AI turns political: open-source battle & data-center siting

09:04 Small caps the real AI beneficiaries

09:43 The broadening of the AI effect

10:20 Manpower's $200M in permanent AI savings

10:47 Stocktwits: 2x revenue, 30% fewer people

11:16 Forgotten IPOs breaking out (travel, Instacart)

12:39 Instacart / "Maple Bear"

13:00 Biotech setups & six-year breakouts

13:43 Copper, Microsoft & cybersecurity (Cloudflare)

14:15 The memory / DRAM ETF trade

14:53 Wrap-up