The market has been hit hard—but is this the start of the AI bubble bursting, or just end-of-quarter chaos?
In this video I explain why the next few trading days could determine the direction of the market for months to come. We look at quarter-end fund rebalancing, institutional positioning, why your portfolio may be falling more than the indices, and why AI stocks are at the centre of the action.
I also explain why I believe the AI investment cycle is far from over, why the US cannot afford to lose the AI race to China, and why governments are likely to keep backing AI despite the volatility.
Topics covered:
Why the next 7 days matter
End-of-quarter rebalancing explained
Why AI stocks have been hit hardest
What institutional investors are doing
Why the indices don't reflect many investors' losses
The AI race between the US and China
Why I still believe the AI boom has much further to run
As always, these are my opinions, not financial advice. Do your own research before making any investment decisions.
