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    Join our Exclusive Patreon!!! www.patreon.com/Wallstreetlookslikeusnow The AI trade was hit hard in June and July—but the story behind the selling may be completely different from what most investors believe. Some of the damage came from war headlines, rising global pressure, weakness in Asian markets and disappointment across the semiconductor industry. But another major force was working beneath the surface: Leverage was unwinding. Funds that used borrowed money to build massive AI positions were forced to liquidate. That selling damaged stocks across the entire AI ecosystem—even when the long-term business story had not changed. Now Microsoft and Amazon may have delivered the evidence Wall Street was waiting for. AI spending is still enormous, but investors no longer want promises alone. They want to see cloud growth, expanding AI revenue, positive free cash flow and proof that these investments can generate real returns. In this video, we break down: Why the United States and Japan made a historic move to support the Japanese yen How currency pressure and leveraged trades affected global markets Why forced selling created major damage across AI stocks What Microsoft and Amazon revealed about AI monetization Why August could produce a recovery after the June and July selloff Why investors should remain disciplined with September approaching Four important companies positioned across the AI ecosystem Companies covered: Seagate — STX The storage layer helping data centers hold the enormous amounts of information created by AI. Arm Holdings — ARM The architecture company whose designs power CPUs across smartphones, cloud computing and custom AI chips. Intel — INTC A high-risk American manufacturing turnaround attempting to rebuild Intel into a competitive global foundry. ASML — ASML The near-monopoly behind the advanced lithography machines required to manufacture the world’s most powerful chips. The AI story did not disappear. The leverage did. And understanding the difference between a broken investment thesis and forced market selling can create some of the best opportunities for long-term investors. CHAPTERS 00:00 The Currency Move Shaking the Market 01:16 The Japanese Yen Carry Trade Explained 02:15 QQQ Corrects and Semiconductors Collapse 02:38 How Leverage Fueled the AI Selloff 03:48 The Margin Call That Triggered Liquidation 04:37 Wall Street Demands AI Profits 05:10 Microsoft Proves AI Can Make Money 05:58 Amazon AWS Accelerates 06:58 Why Meta Faces a Different AI Challenge 07:14 The Perfect Storm Behind the Correction 07:42 Inside the Investing Community 08:24 Why August Could Be a Bounceback Month 09:01 Stock #1: Seagate, the AI Data Warehouse 10:04 Stock #2: Arm, the AI Blueprint 11:27 Stock #3: Intel’s American Comeback 12:25 Stock #4: ASML’s Irreplaceable Technology 13:48 More AI Stocks Worth Watching 14:11 Is the AI Trade Officially Back? 14:28 September and Midterm Market Risks 14:45 Patience Beats Being First
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