Leave your feedback Share Copy URL https://eevb.net/video/HLfa5uc6VBd.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Get Ready For A.I.-Mageddon | Fred Hickey Hydro Quebec [U8nM2AbLGl3] Health Updated on August 06, 2026 EDT — Published on August 06, 2026 EDT Tag: #Hydro Quebec, #gwynedd maldwyn, #arne slot liverpool, #moose hide campaignWORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at AI-linked stocks account for a dave ramsey record 45% of the S&P 500's total market capitalization and drive nearly all of the gains it's had for the year so far.Note that's the S&P, the general market.These companies make up an even higher percentage -- nearly 70% -- of the NASDAQ 100's market cap.Will this new AI-powered Tech renaissance that will continuing powering the indices higher for years to come?Or is this extreme dependence of the markets on a single sector a major vulnerability, putting all our hopes in a handful of companies that may not be able to keep growing at the meteoric rates that Wall Street is expecting?For answers, we're fortunate today to speak with Fred Hickey, editor of the highly respected newsletter The High Tech Strategist, which Fred has been publishing since 1987.Fred fears the economic model for A.I. is "disintegrating" before our eyes, and that when these stocks sell off, they'll take the entire market down with them.Follow Fred by emailing Or on X at @HTSFHickey#aistocks #marketcorrection #bearmarket 00:00 AI googlebook Stocks Dominance in S&P 500 & Nasdaq02:14 Fred Hickeys 47 Years Covering Tech03:42 Greatest Stock & Earnings Bubble in History04:51 The Earnings Bubble Explained (Hyperscaler Spending)06:06 Data Center Capex Surge & Supplier Earnings Boom07:34 Depreciation Lag & Inflated Profit Illusion08:21 Stripping Out One-Time Gains: True S&P Growth10:27 Lack of ROI & Productivity Gains from AI11:36 Token Spending Costs Doubling & Low Returns13:06 Companies Cutting AI Spend & Shifting to Cheaper Models14:33 Chinese Models Exploding in Market Share16:28 DeepSeek, Efficiency Gains & Pricing Pressure18:19 Massive Overcapacity & Malinvestment Risk19:42 Hyperscaler Cash Flow Collapse & Backlog Concerns21:33 Mag 7 Becoming the Lag 7 Downside Risks23:51 Future Earnings Pressure from Depreciation27:52 Thesis Summary: Precipice & Buying Opportunity Later28:39 Timing the Correction & Signs of Exhaustion34:58 Hickeys Cash-Heavy Positioning & Value Approach37:37 National Security & Chinese AI Models40:59 Physics & Real-World Limits on Data Center Buildout49:54 Commodities, Energy & Rotation Outlook57:24 Gold Market Outlook & Capitulation Signals1:01:21 Central Bank Buying & De-Dollarization Support for GoldThoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. Its important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customers unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video. Thoughtful Money Disclosure Document: Thoughtful Money Agreement: IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & shootout losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A securitys or a firms past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright 2026 Thoughtful Money LLC. All rights reserved.
Tag: #Hydro Quebec, #gwynedd maldwyn, #arne slot liverpool, #moose hide campaignWORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at AI-linked stocks account for a dave ramsey record 45% of the S&P 500's total market capitalization and drive nearly all of the gains it's had for the year so far.Note that's the S&P, the general market.These companies make up an even higher percentage -- nearly 70% -- of the NASDAQ 100's market cap.Will this new AI-powered Tech renaissance that will continuing powering the indices higher for years to come?Or is this extreme dependence of the markets on a single sector a major vulnerability, putting all our hopes in a handful of companies that may not be able to keep growing at the meteoric rates that Wall Street is expecting?For answers, we're fortunate today to speak with Fred Hickey, editor of the highly respected newsletter The High Tech Strategist, which Fred has been publishing since 1987.Fred fears the economic model for A.I. is "disintegrating" before our eyes, and that when these stocks sell off, they'll take the entire market down with them.Follow Fred by emailing Or on X at @HTSFHickey#aistocks #marketcorrection #bearmarket 00:00 AI googlebook Stocks Dominance in S&P 500 & Nasdaq02:14 Fred Hickeys 47 Years Covering Tech03:42 Greatest Stock & Earnings Bubble in History04:51 The Earnings Bubble Explained (Hyperscaler Spending)06:06 Data Center Capex Surge & Supplier Earnings Boom07:34 Depreciation Lag & Inflated Profit Illusion08:21 Stripping Out One-Time Gains: True S&P Growth10:27 Lack of ROI & Productivity Gains from AI11:36 Token Spending Costs Doubling & Low Returns13:06 Companies Cutting AI Spend & Shifting to Cheaper Models14:33 Chinese Models Exploding in Market Share16:28 DeepSeek, Efficiency Gains & Pricing Pressure18:19 Massive Overcapacity & Malinvestment Risk19:42 Hyperscaler Cash Flow Collapse & Backlog Concerns21:33 Mag 7 Becoming the Lag 7 Downside Risks23:51 Future Earnings Pressure from Depreciation27:52 Thesis Summary: Precipice & Buying Opportunity Later28:39 Timing the Correction & Signs of Exhaustion34:58 Hickeys Cash-Heavy Positioning & Value Approach37:37 National Security & Chinese AI Models40:59 Physics & Real-World Limits on Data Center Buildout49:54 Commodities, Energy & Rotation Outlook57:24 Gold Market Outlook & Capitulation Signals1:01:21 Central Bank Buying & De-Dollarization Support for GoldThoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. Its important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customers unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video. Thoughtful Money Disclosure Document: Thoughtful Money Agreement: IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & shootout losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A securitys or a firms past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright 2026 Thoughtful Money LLC. All rights reserved.