SÓ ACONTECEU 1 VEZ EM 25 ANOS. E ESTÁ ACONTECENDO DE NOVO POR CAUSA DA IA

This has only happened once in 25 years. The last time Microsoft had such a bad month was in 2000, during the bursting of the dot-com bubble. In June 2026, the world's largest artificial intelligence company plummeted again, losing more than $570 billion in value. And right at that bottom, the man who became famous for predicting the 2008 crisis, Michael Burry, the one from the movie The Big Short, appeared buying. But pay attention, and this is important: the fall looks like the one in 2000, but the reason is the opposite. In 2000, companies fell because they weren't making a profit. Today, Microsoft is more profitable than ever, with cloud computing growing by 40% and AI growing by 123%. So why did it fall so much? And why did the biggest pessimist in the market decide to buy right now, at the same moment that the Bill Gates Foundation sold everything? In this video, I show both sides of the coin: whether this rare drop is a historic opportunity or a trap. Stay until the end and I'll show you what I did with my money. Nothing here is investment advice. It's my interpretation and what I've studied. ⏱️ CHAPTERS 0:00 The man who predicted 2008 bought this stock 1:00 The 3 points of the video 1:58 What Microsoft does (and its stake in ChatGPT) 2:34 27% of OpenAI: US$135 billion 2:55 The worst stock of the Magnificent Seven 3:17 The worst month since the dot-com bubble of 2000 4:06 Fear 1: the SaaSpocalypse 5:17 US$2 trillion evaporated from software 5:33 Fear 2: the US$190 billion capex 5:51 The value trap 6:28 The brokerage I use 6:46 The irony of capex: who sells the shovels 7:52 Gates sold at the top, Burry bought at the bottom 8:52 The caveats: Burry also makes mistakes 9:46 The Two sides: opportunity or risk? 10:26 The chart and where I started buying ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🚨 WANT TO INVEST WITH STRATEGY? (RCC INVESTMENTS) Community where I show my portfolio, do daily analyses and follow the market live with you. Crypto and American stocks with method, not guesswork. 👉 Join the list: https://ericksekiama.com.br/treinamen... ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📈 THE TOOLS I USE 🔹 Quantfury — the brokerage I use to invest abroad WITHOUT brokerage fees. Use the RCC invitation and earn a reward when you activate your account: 👉 https://quantfury.com/erick/ 🔹 Complete Quantfury tutorial (step-by-step): 👉    • 30 DIAS USANDO A QUANTFURY: O QUE DESCOBRI...   🔹 Cryptocurrency card with CASHBACK (ether.fi): 👉 https://ether.fi/refer/erick ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🧠 SUPPORT THE CHANNEL Become a member and help the channel grow: 👉    / @ericksekiama   ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ DISCLAIMER The content here is for informational purposes only. Nothing in this video should be interpreted as financial, legal, or tax advice. The content reflects exclusively my opinion. I am not a licensed financial advisor. #artificialintelligence #diamondbubble #nvidia #michaelburry #investments