Jordi Visser: The Fireworks Show Is Over: Why This Is An AI Rotation, Not a Bubble Unwind


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Source: Youtube Jordi Visser

Type: Video

Published: June 07, 2026 at 12:30 PM (about 3 hours ago)

Video Description

To Learn More Visit : https://ai.22vresearch.com/

In this week's video, I break down one of the worst week for stocks since Liberation Day, the S&P down 2.6%, the Nasdaq down 4.5%, and make the case that this is a necessary rotation, not the start of a bear market. After nine straight up weeks, none of this should be a surprise. The 20-day finally broke, weekly RSI hit multi-year highs with no divergence yet, and Friday's beta unwind was the sharpest since early 2000s, a genuine cleanse.
The bigger message: the fireworks show is over. The buy-anything phase of the agentic AI trade where memory, semis, and infrastructure gapped 10–30% on the way up on good news has moved from discovery to digestion. The agentic buildout itself has just begun, but the next three to six months will be...

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