The Stock Market is in a bubble and it is set to burst.
The stock market is booming… but 7 companies are doing all the lifting.
The magnificent 7: AAPL, MSFT, AMZN, NVDA, GOOGLE, META, TSLA
Like Dot.com crash (2000): Wall Street is ignoring the warnings, the macro risk, the economy, and inflation because… AI.
But here’s the twist: in 2000, we didn’t have inflation or tariffs or crypto or on the verge of a recession. Now we do.
This is not just an overvalued market — it’s a fragile, selective bubble tied to economic landmines and political uncertainties.
This video is your critical update on the tech-led market bubble
In this video I’ll show:
Why?
What signs to watch for?
3 moves you can do to position yourself smartly across stocks, real estate, and crypto before it pops.
The market, the economy, and the political landscape are changing rapidly. These changes can dramatically affect your financial future. That is why it is important…
Let’s get started
🧠 Why we are in a Bubble?
The stock market isn’t booming — it’s the magnificent 7 are pushing the market up based on AI technology
The S&P 500 is up 12 pts today but when you look at the whole market you can see that 3 of the Mag 7 are pushing up the market
During the dot com crash: Wall Street was pushing many start up IPOs because of the Internet explosion. Wall Street ignored the warnings, the fundamentals, …
Today we have a similar situation. Wall Street is pushing the magnificent 7 because of the promises of AI, AI startups with no profits are raising billions,
But here’s the twist: in 2000, we didn’t have inflation or tariffs or crypto or political uncertainties. Now we do.
This is not just an overvalued market — it’s a fragile market concentrated on 7 tech stocks betting on a single technology, ignoring all the warning signs.
👀 Warning signs to watch out for
There are some hurdles in sight:
AAPL: About $2B in tariffs costs. New product release September 9th. Consumer driven?
AMZN: Tariffs impact uncertain, Consumer driven?
NVDA: P/E over 50. (S&P avg is 22)Trade tension over H20 sales.
GOOGL: Have to redefine search, revenue angle
TSLA: PE is 198 (S&P avg is 22). Sales down globally. Trying to pivot the company to Robot. Musk always under delivers. Still don’t have FSD.
Any weakness could cause the bubble to burst and that could drag the whole stock market with it.
Even more warning signs in the rest of the stock market: CAT $2B tariffs, Ford $1B tariffs, GM $2B tariffs.
Retailers like Walmart, Target are also under pressure.
Q3/Q4 earnings will be critical: Read the fine print and the financial outlook
PPI ticking up again
Tariff escalations or trade retaliation
The dollar is weakening = more expensive imports/inputs on top of tariffs
Companies’ choices: Margin squeeze -> stock down, Layoff -> stock down, UE up, Prices up-> inflation up
And if just one or two of these giants stumble on earnings? The whole index tips over.
🎙️ Article
Ford literally said: “Tariffs are already pressuring margins and Q4 will be worse.”
Caterpillar warned of rising input costs from steel and Chinese components.
And Apple? Heavily reliant on Chinese production.
If tariffs stick — their cost structure breaks.
💼 3 moves you can do to position yourself
What to do:
Don’t chase the bubble.
Position around it.
Here’s how:
🟥 Stocks:
Don’t chase the bubble
Ride AI momentum with stops or sell calls
Avoid small caps for now
🟨 Crypto:
Can’t diversity to BTC/ETH correlated with Stock
Exaggerated changes
🟩 Real Estate:
Cash-flowing rentals either Multi family fund like RBE or Turnkey Single Family rentals like MTK
Don’t do REITs
I hope this video helped you see the writing on the wall. I continue to monitor the situation and provide my perspective on the markets. Make sure you stay informed hit like, subscribe, and drop a comment below:
Do YOU think the market is about to crack? Or are we still early in the AI supercycle?