What Adam Khoo said in this video:
- NVDAbullishmid-termNVIDIA is the same company making the same profits as 48 hours ago; a 10–30% price drop is pure sentiment, not a change in intrinsic value.Source
- ASMLbullishmid-termASML, like NVIDIA, is unchanged fundamentally; the sell-off is a sentiment shock rather than any deterioration in the business.Source
- SPYbullishmid-termHe compares this drop to December 2018 and April 2025 — sentiment shocks with intact fundamentals that recovered to new highs within months — and expects the same.Source
- AI Capexpositive for stocksmid-termThe host argues the data-center ban rhetoric is pure talk that cannot pass given Senate math, a Trump veto, and states' economic dependence, so AI capex continues.Source
- Otherpositive for stockslong-termHe discloses significant money in Keppel DC REIT and Singapore data centers, which would benefit if a US ban pushed hyperscaler build-outs to Asia; Singapore-listed with no US listing.Source
- MSFTbullishlong-termMicrosoft is one of his four big hyperscaler positions; even a data-center ban would hand incumbents a monopoly moat, so he wins in every scenario.Source
- AMZNbullishlong-termAmazon is disclosed as one of his big hyperscaler positions, which he believes profit under any policy scenario.Source
- Market Breadthnegative for stocksshort-termHedge funds blowing up and leveraged retail facing margin calls could force more selling and push the market lower over the next few days.Source