The market may have just made one of its most important decisions of the year.
After weeks of confusion caused by index rebalancing, AI stocks are moving again. Was the sell-off simply technical? Is the correction over? And are we still in the early stages of an AI-driven bull market?
In this video I explain why I believe the recent weakness was driven by forced selling rather than collapsing fundamentals, why copper, uranium and AI all tell the same story, and why the real question isn't whether AI wins—it's whether America chooses to compete.
If my thesis is right, we're much closer to 1997 than 2001, and that could mean years of opportunity still lie ahead.
Topics covered:
AI stocks
Nasdaq
Copper
Uranium
AI infrastructure
China vs America
Index rebalancing
Stock market outlook
Investing strategy
