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The great AI sell-off is underway, but is it overdone? Lucas Downey with TradeSmith joins Bridget Bennett to break down why AI stocks are pulling back, and why he thinks the market could be just days or a couple of weeks from a bottom. He compares this sell-off to the software panic earlier this year, when investors dumped software stocks that have since climbed back to all-time highs. He also explains why years-long backlogs and committed contracts tell a different story than the headlines.
Lucas shares three AI stocks with strong fundamentals that are selling off right now. One is an optical components company whose CEO says it's sold out for AI servers through early 2029. One is a household-name tech company that just posted a big earnings beat and raised its outlook. The third is a smaller data storage company that just raised its outlook well above Wall Street estimates. He also walks through how TradeSmith's Quantum Score rates a stock's fundamental and technical strength.
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Chapters: 0:00 Introduction 0:37 Why AI Stocks Are Selling Off 3:19 What the Fundamentals Show 6:11 Stock 1 14:14 Stock 2 19:38 Stock 3
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