00:00 Speaker a
It's just coming out here and we can't talk about potential crashes in stock. A trigger point is required. And I think you cultivated the good point early in the show that you might get a 10-year yield to 5%. Is that a trigger that just makes Big Tech go back to profit reduction mode?
00:26 Gym
In other words, you can do it. Looking at the flow, one thing people forget is that there is a huge flow to bond funds due to yields, and for now there is a big interest in yields. Because if we get more yields on bond funds and so on, you can see the money that is moving like that, and it can definitely succumb to digestion. Also, when you take your topmeg 7 or top 20 high-tech stock from the S&P, you're doing very little. Russell is in medium size this year, and the midcap doesn't have much of this big AI technology yet, so this year hasn't changed yet. So, if you get a higher fee, it can really be dragged further into the stock market.
01:30 Speaker a
I think you'll get a lot of questions from your clients and people who use your research at Jim, MEG 7.
01:41 Gym
That's a good question because I think it's a risk. That's definitely a risk. If you want to play some of these Meg 7s, then you need to understand that if you want to play them for a big profit, you need to prepare for a big loss. Therefore, risks need to be adjusted. I think the problem I see in a lot of people is that they think it's all one-way. You know, they're watching all of these stocks together. I'm thinking of Palatine here and now. Well, until that's not the case. And that is the biggest risk you have to take with them.
02:30 Speaker a
Yeah, um, you can't find any more than the C3 AI. So I think it was an actual wake-up call for people who crashed stock yesterday and not all AI stocks were created equal.
02:49 Speaker b
that's right. And we have the Wall Street analysts talk about staying in what you're doing really well and having strong revenue. And of course, everyone names those big UH Meg 7 strains and UH big players in UM within AI. But um, not all of them are created equally. But look, uh, you talked about the heart net of bfa uh bfa, about the risk of bubbles and signs of bubbles. That is, investors and retail investors came to UH and were actively purchasing, and there were many dip purchases. Well, investors are increasingly at risk, but I recently saw this kind of meme outbreak a few weeks ago. So, when you get this when you reach these levels and approach a record high, you expect a pullback at some point. It just doesn't know what the catalyst will turn out, and sometimes it happens. Something happens, then you see the pullback.
04:24 Speaker a
Brooke, really quickly, um, since June, no Corrive stock has gone anywhere.
04:32 Speaker b
Yeah, well, certainly what we saw is the movements of these summer months, as these companies reported. We know that in the past month alone we've got more data from these major AI players with Corrive lined up. But now, this hype about how the company is playing for the AI revolution is not all that is banked after such premiums, but the first run since the IPO, so it's not the only thing that's under pressure this morning. But certainly what I know is that I know before, before, that I have played such a role in this photo. During the sale in April, many investors moved away from this Meg 7 as this fear really shook the market. And now we've seen investors. These revenues like NES have really paid off and have really surprised investors. We see retail investors coming back. And I know that I really can't see how this photo will appear in the environment, but I know that the results of these large AI players have been leading to Corrive's outcomes over the past month.
