Because a lot of them I think are going to be worried this bubble is going to pop and they don't want to be in those more illiquid names. But the Nvidias, the Microsoft will still keep their rich valuations. The market though will go through a correction of 20% at some point, probably in the middle of the year because of the popping of the AI bubble and consumer weakness. I think the amount of debt that needs to be funded to continue this AI thing will start putting crimps and the energy issue, people will say well how are you going to get the energy for it? (00:31–00:41)
CLAIM
Predicts a 20% market correction due to the AI bubble and consumer weakness.
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