The Iran war just pushed AI stocks to their cheapest valuations since before the boom started in 2023. Nvidia is trading at a lower forward P/E than the S&P 500 while growing revenue 73% a year. Micron just tripled its revenue in the biggest AI memory quarter ever. SpaceX filed for the largest IPO in history at $1.75T. Anthropic leaked its entire codebase. I break down the biggest AI investing stories of the week and whether this is a generational buying opportunity or a macro trap.

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Chapters
0:00 Intro
2:02 Oil at $141 and Why It Matters for AI Stocks
5:04 AI Valuations Were Too High and Hyperscalers Are Riskiest
9:38 Why Nvidia and Chip Stocks Are Holding Up
12:10 Micron Earnings and the Upcoming Chips Earnings Season
17:13 Apple and Tesla as AI Wildcards
23:17 SpaceX IPO Targets $1.75 Trillion Valuation
27:21 OpenAI and Anthropic IPOs Are Overvalued but Worth Watching
32:24 What to Buy Now and What to Wait On
39:57 Closing Thoughts
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📜 Disclaimer 📜

The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses a considerable risk of loss. The speaker does not guarantee any particular outcome.

#Nvidia #NVDA #AIStocks #Micron #SpaceX #OpenAI #Anthropic #AIInvesting