Recapping a Wild Week in AI Markets

Episode 150! As we look out our window watching New Orleans prepare and improve before the Super Bowl, we delve into the recent turmoil in the AI market, particularly the impact of a Chinese company's AI announcement on major tech stocks like Nvidia and Broadcom. Our discussion emphasizes the importance of market expectations and the potential for volatility in tech stocks, drawing parallels to past large shifts like the beginning of the Internet age. Key Takeaways [00:17] - New Orleans prepares for the Super Bowl [05:10] - Empathizing with Bills fans over NFL referees [08:07] - AI market volatility due to new competitors [10:18] - Replication vs. innovation, China/DeepSeek’s AI Models [17:07] - Market breadth after tech’s Black Monday [18:50] - Expectations vs. reality for tech stocks View Transcript Links Nvidia just had the largest single-day market cap decrease in stock market history AI disruption from DeepSeek How far tech stocks are away from all-time highs European banks have outperformed the Mag 7 over the past two years Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.