Tomorrow is the June monthly subscriber video.
The AI agentic trade is showing its first real signs of internal stress since the initial days after Iran in early March.
My AI agentic thematic portfolio has seen breadth deteriorate sharply in the weekly subscriber technical sheet: names above the 20-day moving average fell from 73 to 39 in four weeks while the index made its highs a week ago.
At the same time, the AI Token Index has fallen five straight days, with the decline accelerating each day. See why the date of the peak matters.
What does it mean for the AI trade and for the market?
Watch here tomorrow: ai.22vresearch.com/