Latest / Know Your Risk Podcast
Is the Forced Selling Over?
November 6, 2026 – After a brutal selloff in chips and AI stocks, the question isn’t simply whether prices are lower. It’s whether the selling is finished—and what those businesses are worth under a slower buildout.
Zach and Chase examine how leverage, crowded positions, and forced selling amplified the decline, while separating potential opportunities in individual companies from a blanket bet on the AI sector. They also debate power constraints and whether delayed data-center spending could extend the investment cycle rather than end it.
The conversation turns to the communities hosting…
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