Think this stock market is in a bubble? These earnings numbers say otherwise.
AI disclosure
Summary
Stay with the AI trade and overweight technology stocks, according to one earnings expert.
Discussion on
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A MESSAGE TO THE AI BEARS
— Shay Boloor (@StockSavvyShay) July 25, 2026
When AI bears look at the low multiples $SKHY, $MU, $SNDK and Samsung then the response is usually some version of “earnings multiples are meaningless for cyclical companies at peak demand and peak margins.”
The reason these suppliers trade at such… https://t.co/gIDq9FiaL7
$SPY The pain trade continues to be sideways.
— Paper Gains (@PaperGainsInc) July 24, 2026
What’s true is market has been range bound for over 2 months.
Bears and bulls calling for any direction remain to be wrong.
We will not break out until these levels breach 👇 pic.twitter.com/ODnjc0SJ8C