the market is crashing (3 stocks I'm buying)

@linalikesmoney

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Why it worked

The video taps into current market anxieties about a potential crash and the rapidly evolving AI landscape, offering specific stock picks as a potential solution. The creator's confident stance and clear call to action for trade alerts likely resonated with viewers seeking guidance.

Summary

The creator discusses the current market downturn, attributing it to geopolitical risks like the situation in Iran and the emergence of cheaper AI models like China's Kimi K3. They argue that the market is misinterpreting the impact of cheaper AI, believing it will lead to less demand for compute, when in reality, it should drive increased consumption and infrastructure needs.

Structure

1Market is dumping due to geopolitical risks and AI competition
2Iran conflict and oil prices are a factor
3Kimi K3 AI model's performance and market reaction
4The argument that cheaper AI increases, not decreases, demand
5Identifying three AI stocks to buy during the sell-off
6Call to action for trade alerts

Call to action

comment STOCK and you will get my live trade alerts for free

Original caption

jk i have no cash left link in bio for my trade alerts if you’re on tiktok :-) #investing #stockstobuy #stockmarket #PersonalFinance #moneytok

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On-screen text

the market is crashing (3 stocks I'm buying) dumping absolutely obliterated $15,000 $401,699.89 -$14,887.76 (-3.57%) past month in still dip sell stocks attractive buy Iran ceasefire conflict reescalated straight US a oil when comes fast of that's now comparisons moment 2025 been market's cheaper means needed panic and is open doesn't for Huang Deepseek AI when cheaper consumption down market the twice kill accelerated that's market and my portfolio sell comment STOCK miss something you alerts

Transcript

the market is dumping, absolutely obliterated. My AI stocks are getting obliterated. My portfolio is now $15,000 in the past month and I still plan to buy the dip. Here's what's driving the sell-off, stocks that look most attractive at least to me to buy right now. First is Iran. After a ceasefire in June, the conflict has reescalated. Iran has closed the strait of Hormuz again. The US has imposed a naval blockade and oil is spiking. So when geopolitical risk comes back this fast, investors rotate out of growth into defensives and that's exactly what we're seeing right now. The second thing is Kimi K3. Chinese AI startup Moonshot unveiled Kimi K3, which is a 2.8 trillion parameter open-weight model that reportedly outperformed at several leading US models. Traders have been drawing comparisons to the DeepSeek moment of 2025 and AI and semi-selling off. The market's read is that cheaper AI models means less compute is needed. So let's panic and sell everything. And this is what I think the market is getting completely wrong. Open source model doesn't mean less demand for compute. Jensen Huang said it best after DeepSeek. More efficient AI means more AI. When something becomes cheaper and more accessible, consumption goes up, not down. Powerful AI gets cheaper, more people build with it, and the more people build, the more infrastructure you need. The market really feels like it's making the same mistake twice. DeepSeek didn't kill the AI trade, it accelerated that. So that's what's been going on in the market recently and these are my three of my favorite AI stocks that I'm looking to add to my portfolio during the sell-off. If you don't want to miss when I buy something, comment the word STOCK and you will get my live trade alerts for free.