Tony Greer Says the AI Bubble Is Cracking All Over the Place

Tony Greer of TG Macro doesn't hedge: the AI bubble is showing cracks all over the place. Microsoft reported fine, Alphabet got punished, and now both are down, which tells him the story is unraveling. His sharper claim: it feels like a tech psyop, with banks slapping outsized price targets on beaten-up names as credit stories turn ugly, holding the market up into a huge IPO. He points to semiconductors, which haven't ticked higher since the last big listing, as proof momentum has flipped. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 00:00 Back to spot FX, nothing else makes sense 00:40 Microsoft fine, Alphabet punished 01:00 The AI bubble is cracking 01:30 Banks propping it into the IPO 02:40 Valuing a cash burner at trillions 03:30 A classic sell-the-fact setup 04:00 History isn't rhyming, it's repeating 04:40 The music festival Nvidia story 05:20 Semis haven't ticked higher since 06:10 Getting paid to sell rallies #tastylive #tradingtrends #tonygreer #aibubble #dotcom #semiconductors #ipo #shortselling #optionstrading #stockmarket tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.