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Trappin Tuesday's

The AI Supercycle Is Shifting… Most Investors Won’t Notice

Trappin Tuesday's

Wallstreet Looks Like Us Now Network

Business, Wallstreet Trapper, Investing, Entrepreneurship

4.92K Ratings

🗓️ 18 May 2026

⏱️ 23 minutes

🧾️ Download transcript

Summary

Wall Street is already positioning for the next AI investing wave, and most people are still looking in the wrong places. In this video, I break down why AI stocks, energy, memory, chips, compute power, and infrastructure could drive the next major market cycle — and why understanding where money is flowing matters more than chasing random headlines. ⚖🏚 COME JOIN US LIVE - 200TH EPISODE https://wallstreetlookslikeus.com/trappin-tuesdays-live 🏦🔥 Join our Exclusive Patreon!!! Creati...

Transcript

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0:00.0

Say that again. It ain't that they smarter than you. They just got a team full of people on and they give them data based on where they say they want America to go at. And so when they say this is what we're going at, oh, we're going to have a shortage. Here, here, here, okay, how do we start preparing for that? And I want you to know how they think. The first thing they think in their mind is, how do I make money off? Positive market outlook.

0:23.6

Wow.

0:24.0

In 7300, And I want you to know how they think. The first thing they think in their mind is, how do I make money off?

0:22.0

How does the market outlook?

0:23.6

While a 7300 level was once considered aspirational, there appears to be few for the market to move even higher.

0:31.8

Let's get into it.

0:34.7

You're still looking for a drawdown of 15 to 20 percent is that right um i am scott i i think

0:41.0

that 7300 originally was like an aspirational level and now that we're here i i think that

0:46.7

there still is fuel for a move higher from here but we do have to confront later this year

0:52.7

uh two things and maybe it won't affect the markets but I think it's the trigger for a drawdown.

0:57.8

One is, of course, the market will test a new Fed.

1:00.7

And this incoming Fed share has some different theories on the sources of inflation and how to read inflation.

1:07.0

And so the market, I believe, will put those views to the test.

1:10.6

And of course, the second is that every day that the trade is closed, we know that there's

1:15.4

an acute shortage developing of petroleum products.

1:18.2

So if price reacts later this year, that's going to test the market.

1:22.2

So I do think there's the ingredients for turbulence later.

1:26.4

But AI and the scarcity and the U.S.

1:29.8

is the provider of that scarcity is why I think we can exit 77 or higher.

1:34.6

And maybe 2027 is one of the biggest rallies we see in our lifetime.

1:38.9

So I think it's still a bullish outlook, but turbulence in the middle.

1:43.8

So Tom says,

...

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