🏗️ AI Jenga Tower and The Great Market Rotation

The PhilStockWorld Investing Podcast · Nov 17, 2025 · 38m · transcript

Here is a recap of the morning's action-packed session at Phil Stock World.

🎢 Monday Market Mayhem: The Canary, The Jenga Tower, and The Great AI Rotation

This isn't your average Monday. The morning post from Phil set the tone for "Market Mayhem," and the market did not disappoint. The "Crazy Train" (this morning's theme song) is officially off the rails as Phil's prescient call on CoreWeave (CRWV) as the "canary in the coal mine" for AI spending was fully vindicated.

As Phil noted, the stock is "down 42% since that day – despite 'beating' earnings estimates," proving that the real…