I Stress-Tested My Portfolio Against AI. (Only 1 Scored 6/6) скачать в хорошем качестве

I Stress-Tested My Portfolio Against AI. (Only 1 Scored 6/6)

The stock market is at all-time highs, but under the surface, a "Silent Crash" is wiping out SaaS portfolios. AI is no longer just a buzzword—it is actively destroying the business models of software companies that sell "seats" for $30/month. In this video, I stress-test my 10 largest holdings in my portfolio against the AI revolution. I developed a proprietary 5-Point "Anti-Fragile" Framework (plus one "Kingmaker" Bonus Point) to score my top stock holdings from 0 to 6. We are moving from the age of "Bits" (Software) to the age of "Atoms" (Physical AI). If your portfolio is full of fragile software wrappers, you might be holding the next Cisco. I rank Spotify, Netflix, Costco, Amazon, Meta, Prologis, Apple, Nvidia, Google, and Tesla. Only ONE stock scored a perfect 6/6 "God Tier" rating. Disclaimer: I'm not a financial advisor. This is just an analysis of stocks I own. Always do your own research before investing. 0:00 - The "Silent Crash" in Software Stocks... and Beyond 2:18 - Why SaaS is Dead (The Seedance & Claude Threat) 4:58 - The 5-Point "Anti-Fragile" Framework Explained 08:02 - The "Kingmaker" Bonus (+1 Point) 08:42 - Scoring System (0-6 Points) 09:12 - Ranking #10: Spotify (The Disrupted) 10:39 - Ranking #9: Netflix (The Battleground) 12:03 - Ranking #8: Costco (The Fortress) 13:16 - Ranking #7: Amazon (The Everything Hedge) 14:39 - Ranking #6: Meta (The Data King) 16:03 - Ranking #5: Prologis (The Landlord) 17:01 - Ranking #4: Apple (The Gatekeeper) 18:46 - Ranking #3: Nvidia (The Arms Dealer) 20:03 - Ranking #2: Google (The DeepMind Pivot) 21:54 - Ranking #1: The ONLY 6/6 "God Tier" Stock 24:54 - The Final Verdict: How to Position Your Portfolio for 2026 #stocks #investing #ai #aistocks #meta #amazon #google #nvidia #netflix #apple #tesla #investingtips #stockinvesting #stockmarket #podcast