If the AI bubble pops, which stock breaks first?

Watch on YouTube The AI Bubble Stress Test: I Own the Stock That Cracked First

shoutout to @ForwardEditor for the grok bot template that fixed my editing issues and @farzyness for the 3d blender advice

Great analysis and video Yashu!

Thanks man! Trying some new stuff

It was really good! Content was intuitive to follow along with, and the production value is really good!

Nicely done! Good thesis to look out for. I would just add that you might want to look for collective lab revenue instead of just targeting OpenAI that you had in the logo there - since based on model strength users tend to switch around.

CRWV clearly

Nice video! Like the new style

Bro.. this one looks sick! Great analysis in short time.

The company which has biggest exposure to OpenAI and Anthropic.

Close…

Yashu, I follow you since 4 ever, this video is so different and nice and kinda scary 1. Scary because its feels like AI bubble seems to be more real with this kind of wake up call videos 2. I really really cant tell if its you in the video. Your voice seems kinda off and idk

It’s half and half! I’m testing many new ai tools to help me generate new videos faster

Great stuff but AI Yashu sounds autotuned.

🫣 And so it begins

nice! whats your current deck on the editing?

Grok bot that uses opus and tesseract / 3d blender

Nice, it's clearly working. This edit looked really clean well done.

Now I just need to actually get my views up bro lol

This is what I would do if I were you, after a quick look at your channel. Spend a bit of time on YouTube looking at people who are doing well. Take inspiration from their video formats, titles and thumbnails. Then see how you can apply them to your own videos. I think that will give you a significant bump. You can even try formats from outside of your niche. For example, I got the "leaves the audience speechless" title from motivational channels. I started using it on Farzad's videos, and we managed to get some very impressive numbers. Before you know it, it was copied all around the Tesla 2 stocks/investing space. Also, you can now, with your YouTube retention data, run it through AI to see when people are leaving your video. You'll probably find you're doing one or two things which are just tanking your retention. Hope that helps!

Thanks man appreciate that yeah, I’m trying my best to expand my videos outside of the tesla sphere. Not sure if YouTube’s algorithm considers me a publisher on those topic except but I just have to keep posting.

Timing a bubble perfectly is impossible. Hypotheticals are a useless conversation. What happens happens. Don’t over analyze.

ORCL would probably be medium and I am not sure about SPCX

I don’t trust this phenotype with educational advice

While I have my own convictions and plan to stick to my strategy. Excellent video! Very informative breakdown . Covered things we knew (circular financing w/in Ai) and filled in the gaps. Also you are very articulate and well spoken. Got a follow

Really nice post!

Fed's are already warning of investors not getting their money back

How about Oracle

The background music has scared me into thinking you know what you're talking about. Problem is, I have nothing to sell because I sold everything when Trump was elected because I was scared then too!

Great video - what makes you own the riskiest stocks from the video? Interesting to hear your mindset

There is no bubble so nothing can pop.

Great vid bro! earned a follower

For AVGO I’d say it may be mostly perception. Yes, concentration is high but exactly if other players decide to pull back on AI spending they leave brute force NVDA GPU’s and turn to AVGO’s task specific silicon to save $$/output.

more A.I. narration ... AI slop

Whats $Nvda score ?

you are missing the overall picture of ai adaptation, the dot com buildup was just ahead of the curve, the ai adaptation is actually going ahead of build up

@NiravExplains

Great findings.

The first names to break in a real unwind are usually the ones that borrowed to rent the GPUs, not the ones selling them. $NVDA guided $108B next quarter with free cash flow already at scale. Why start the list with the cash converter?

Great work Yashu

🤔🧐