AI Survivors…

As the consumer economy stagnates and leading edge, discretionary stuff like restaurants, are already starting down, we are seeing the overall Big 2025 AI story develop cracks around the edges

Of 27 AI related stocks that we have been tracking in our own AI index, 8 remain in a new index, the old index has been put aside as 19 stocks do not meet the current criteria. See chart below of the Index of the 8 AI Survivors.

Surviving AI stocks are: NVDA, META, MSFT, GOOGL, ORCL, AVGO, PLTR, ANET.

Dropped AI stocks are: AMZN, AAPL, AMD, SNOW, CRM, SMCI, NICE, TEM, ESTC.

And all the minor AI Stocks dropped are: PATH, SOUN, ZETA, NCND, AMBA, BBAI, INOD, PGY, GDYN.

Basically, the whole economy is starting to wilt under the 15 to 20 percent tariffs. This pretty much will confirm a decline in short term interest rates, but since this is not an interest rate problem, the rate cuts will not help the overall economy much, if at all.

No doubt the big speculative money sees this developing, and with the majority of tech stocks starting to feel the pressure, are already over leveraging their commitment to these eight AI stocks mentioned. This could continue or abruptly end, riding this wave while being vigilant for a turn will be the place to be.