Cracks in the AI Earnings Trade

Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49)

Show notes: 
AMD outlines 2025 growth strategy with AI and server expansion
Wall Street continues to decline as AI trade's downtrend persists
What to know as Michael Burry bets against Nvidia and Palantir
Year-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger Report

Episode transcripts: seekingalpha.com/wsb

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