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Explore Bubble Popping Now: ‘Unhinged’ Market Warning | David Nicoski with 68,261 views, 920 likes, and 93 comments. Experience the impact of this video content that has captured audience attention.

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! David Nicoski, CIO at Vermilion Research, discusses the tech stock selloff, growing concerns over AI spending, shifting market trends, and how investors can identify buying opportunities amid volatility. Watch David Nicoski's last interview here: https://youtu.be/N9YLs84U600 *This video was recorded on October 23, 2026. Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/ Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClips Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DAVID NICOSKI: X: https://x.com/davevermilion Substack: https://substack.com/@vermilionresearch Website: https://vermilioncap.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions. The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance. This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party. No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal. 00:00 – Intro. 02:40 – What's Driving the Tech Stock Selloff? 04:42 – CoreWeave's Collapse and AI Credit Risks 06:50 – Semiconductor Stocks and AI Infrastructure Slowdown 12:46 – AI Boom and Bust: Funding Concerns 14:39 – Sector Rotation: Where Is Money Moving? 18:03 – Bond Yields, Inflation, and Stock Market Outlook 22:38 – Oil Prices, Energy Stocks, and Buying Opportunities 32:43 – Tesla's Underperformance and Investing Strategy #stocks #investing #trading

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