Don’t Miss the Monster Stock Moves

Saturday May 16th Workshop Register Here: www.marketsunscripted.com Everyone is screaming “AI bubble”… but what if they are looking at the wrong thing? In this episode of Markets Unscripted, Matt Caruso and Jason Shapiro break down the red-hot AI rally, why Corning’s move may be more than just hype, and why the comparison to 1999 may be dangerously misleading. Matt walks through why some stocks can actually become more attractive as they rise, while Jason explains why his contrarian process is not flashing the usual warning signs yet. They also discuss positioning, sentiment, passive investing, the next layer of AI infrastructure, and how traders should recover if they missed the move. Plus, Matt and Jason talk about the upcoming Markets Unscripted live workshop and the mindset needed to survive one of the fastest markets we have seen in years. Key Timestamps: 00:00 — Is this an AI bubble… or just getting started? 00:52 — Corning explodes higher on Nvidia news 04:58 — Jason explains why he is taking the AI bull case seriously 09:13 — Are AI valuations actually crazy? 13:52 — Matt explains how to recognize a rare market environment 16:12 — Jason says the dangerous words: “It’s different this time” 20:20 — Why being underexposed to AI may feel like being short 25:36 — Matt compares today’s rally to the dot-com era 30:57 — Jason’s warning from surviving the 1999 bubble 49:08 — What to do if you missed the AI move