Sold Out Until 2029. The Stock Is Still Falling.

Get a special offer on the TradeSmith Investment Report: https://www.marketbeat.com/y/yt1022/ The great AI sell-off is underway, but is it overdone? Lucas Downey with TradeSmith joins Bridget Bennett to break down why AI stocks are pulling back, and why he thinks the market could be just days or a couple of weeks from a bottom. He compares this sell-off to the software panic earlier this year, when investors dumped software stocks that have since climbed back to all-time highs. He also explains why years-long backlogs and committed contracts tell a different story than the headlines. Lucas shares three AI stocks with strong fundamentals that are selling off right now. One is an optical components company whose CEO says it's sold out for AI servers through early 2029. One is a household-name tech company that just posted a big earnings beat and raised its outlook. The third is a smaller data storage company that just raised its outlook well above Wall Street estimates. He also walks through how TradeSmith's Quantum Score rates a stock's fundamental and technical strength. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Chapters: 0:00 Introduction 0:37 Why AI Stocks Are Selling Off 3:19 What the Fundamentals Show 6:11 Stock 1 14:14 Stock 2 19:38 Stock 3 For YouTube sponsorships, brand partnerships and advertising, send an email to: [email protected] DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.