Kevin Muir: Why the Smart Money Is Selling AI Stocks

Kevin Muir, author of The MacroTourist newsletter, believes investors may be missing one of the biggest shifts happening beneath the surface of today's market.As SpaceX prepares for a historic insider share unlock, Kevin explains why a wave of new equity supply, insider selling, and elevated AI expectations could create risks that many investors aren't pricing in. He also shares why being bullish on artificial intelligence doesn't necessarily mean buying the companies building it—and why history suggests transformational technologies often become poor investments at peak enthusiasm.In this conversation with Maggie Lake, Kevin breaks down:-Why the SpaceX share unlock matters-What insider selling may be signaling-Why AI valuations worry him-Lessons from the dot-com bubble-Where investors may find better opportunities 💡 Excited about AI but worried you're paying too much? Get a free portfolio review with Wealthion's trusted financial advisors and build a strategy designed for long-term investing: https://wealthion.com/free 📩 Want more of Kevin's no-nonsense macro analysis? Subscribe to The MacroTourist for his unique market insights, trading ideas, and decades of experience navigating bull and bear markets: https://themacrotourist.com/Chapters:00:00 The Smart Money Is Selling AI00:27 Kevin Muir Joins Maggie Lake00:40 SpaceX's Historic $116B Share Unlock03:29 Why Insider Selling Should Concern Investors05:02 Is the AI Bubble Getting Worse?05:53 Why Kevin Is Avoiding the Mag 708:33 Buy AI Users, Not AI Builders09:47 Hidden Risks Behind AI Spending10:17 Lessons From the Dot-Com Bubble11:05 Why Revolutionary Technologies Become Bad Investments

Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices