The AI Trade Faces A Final Flush Lower, I'm Buying It

I remain structurally bullish on the AI trade despite the recent sharp selloff in chipmakers and high-multiple growth stocks, as several of them have come down to attractive levels. Google's aggressive capex raise and first negative FCF since 2004 have heightened investor concerns about AI ROI timelines and debt-funded spending.

Seeking Alpha • Jul 26, 2026

Big Tech's Free Cash Flow Is Turning Negative - Who's Next?

Big Tech is gaining momentum when it comes to AI monetization, but capex continues to far outpace operating cash flow. The company spending the most on capex in 2026 just went free cash flow negative, and our estimates suggest it may not be alone by year-end.

Seeking Alpha • Jul 23, 2026

Amazing Chance To Double Down On The AI Market Panic

The AI and semiconductor trade remains in the early innings, with the recent market panic offering a compelling opportunity to double down. AI CapEx is set to accelerate into the multi-trillion dollar range, supported by robust guidance from ASML and TSMC and persistent compute shortages.

Seeking Alpha • Jul 18, 2026

An Emerging Black Swan That Could Crush Tech Stocks And Boost Real Assets

AI could crush many capital-light tech stocks. Real assets may become the safer hiding place.

Seeking Alpha • Jul 17, 2026

AI Is In A State Of Panic: Start Buying It

AI beneficiaries, especially semiconductor stocks, have sharply corrected, creating rare buy-the-dip opportunities as panic and leverage unwinding shake out euphoria. Despite fears over enterprise AI budgets and global margin calls, AI revenue growth now exceeds capex costs, signaling improved economics and sustainability.

Seeking Alpha • Jul 17, 2026

Two Signals That Will Determine Whether BAI's 61% Rally Can Continue

The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) just got a jarring reminder that AI momentum runs in both directions.

24/7 Wall Street • Jul 14, 2026

Micron Is Up 900% - Here's Why The AI Memory Trade May Still Have Room To Run

In less than a year's time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective. Micron, Samsung, and SK hynix now rank among the world's top 20 most valuable stocks, each with market capitalizations well above $1 trillion.

Seeking Alpha • Jul 1, 2026

AI Bubble Burst: Meta Admits 'Excess Compute Capacity'

Indications are that Meta admitted to having an excess compute capacity, and this is the first hyperscaler to admit so, with more likely to follow. The implications are a reduced or stalled AI capex, and thus, the AI infrastructure bubble burst.

Seeking Alpha • Jul 1, 2026

Beyond Mag 7: MANGOS or Big-10 ETFs Will Likely Rule Ahead

Wall Street's AI trade is expanding beyond the Mag-7. Discover emergent players and the ETFs best positioned to benefit.

Zacks Investment Research • Jun 24, 2026

Nvidia, CoreWeave, And Nebius: Inside The Circular Financing Of The GPU Boom

Neoclouds are seeing massive hyperscaler demand as companies race to scale AI infrastructure, resulting in rapid revenue and backlog growth. Leaders like CoreWeave and Nebius enable this through access to the latest Nvidia GPU's while also optimizing compute utilization.

Seeking Alpha • Jun 17, 2026