🚨 Join Alex and Geof live at 2:30p.m. ET🚨
They’re deep diving into Stanley Druckenmiller’s latest 13F — what he’s buying, what he’s dumping — plus high-octane earnings lotto plays, and how to trade magic mushrooms in the market [tap to join us for Profit Panel]
There’s a new game being played on Wall Street and it’s been absolutely brutal.
It’s called AI whac-a-mole.
Here’s how it works: Some startup announces an AI tool that supposedly can replace an entire industry and bam — billions of dollars in market cap vanish in the blink of an eye.
Last week’s carnage started with transportation.
A little-known company called Algorhythm Holdings (RIME) claimed its AI platform could let one human manage 2,000 freight loads a year — four times the typical 500. The market didn’t stop to think or analyze.
It just panicked.
Freight giant C.H. Robinson (CHRW) saw its stock hammered about 20% in a single day. The entire transportation sector got dragged down with it.
Never mind that CHRW came out the next day pointing out they already have their own AI system and have been automating millions of tasks for years. The damage was done….
But the mallet kept swinging. Next up was wealth management — $20 billion vanished from stocks like Charles Schwab (SCHW) and Raymond James (RJF) after a fintech startup announced an AI tax planning tool.
Then came the grand finale: software companies.
The logic that big tech’s spending $700 billion on their own AI wiped out $300 billion in market value.
Even companies with rock-solid fundamentals like Cloudflare (NET), which just beat earnings and raised guidance, got crushed — down 26%.
Indiscriminate is what this flush has been. This is the signal in the noise where we find opportunity.
While everybody else’s running around screaming and playing that ridiculous game of whac-a-mole, the smart money’s actually starting to take a step back.
JPMorgan Chase (JPM) Says the AI Panic Is Just About Done
The JPMorgan Chase (JPM) trading desk put out a note saying the AI obsolescence narratives are just about played out.
Their message is simple: The sell-off’s overdone and it’s time to go shopping.
They’ve put together a basket of what they call the most mispriced and insulated-from-AI disruption stocks — the quality companies that got thrown out with the bathwater.
First, the direct winners — semiconductors like Nvidia (NVDA). But JPMorgan warns that the easy money in those names has already been made and the trade’s crowded.
The sweet spot? Quality software companies with intellectual property that can’t be replicated.
Is Microsoft (MSFT) really going to build its own version of every specialized enterprise software? No.
If you run a company with lots of people using certain software, you can’t go building custom versions that change at the drop of a hat — people need consistency and training.
JPMorgan’s list includes names like ServiceNow (NOW), which automates IT workflows, and Veeva Systems (VEEV), which provides cloud solutions for the life sciences industry.
These aren’t getting replaced by a chatbot overnight.
Where the Real Buying Opportunities Are Hiding
Then you’ve got the AI adopters — companies using AI to expand margins not get disrupted by it.
Think about a company like Marsh & McLennan (MMC), which can use AI to analyze risk faster and more accurately for more clients than any single human could. It makes their consultants more valuable, not obsolete.
JPMorgan’s making a buying argument for insurance and wealth managers, seeing AI as a margin expander that makes human advisers more productive rather than replacing them.
Finally, there are the contrarian plays at the epicenter of the panic.
The freight companies like CHRW got hammered but they already have deep AI integration and client relationships. If they successfully use AI to boost productivity and dig their moat deeper, the market just gave you a massive discount to buy in.
Look, the AI revolution’s real. It’s happening.
But right now the market’s acting like a terrified intern who drank too much coffee — flinching at every shadow.
Our job is to be the calm in the center of the storm.
See the fear, sell the fear, then pick up the pieces near the bottom.
The AI whac-a-mole game is creating opportunities for those of us who can keep our heads straight.
Jeffry Turnmire
Jeffry Turnmire Trading
I host my Morning Monster livestream at 9:15 a.m. ET each weekday on YouTube, and then 30 Minutes of Awesome at 5 p.m. ET each Tuesday!
Please check out my channel and hit that Subscribe button!
You can also follow along and join the conversation for real-time analysis, trade ideas, market insights and more!
- Telegram: https://t.me/+6TdDE7-F6GlhMmJh
Important Note: No one from the ProsperityPub team or Jeffry Turnmire Trading will ever message you directly on Telegram.
I’m just a regular dude in Knoxville, Tennessee: a husband, father, civil engineer, urban farmer, maker and trader.
I’ve been at this trading thing with real money for 20-plus years, and started paper trading over 35 years ago. I have a knack for making some epic predictions that just may very well come true. Why share them? Because I like helping other people — it’s the Eagle Scout in me.
*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
P.S. 7,000+ Signals From the AlphaOptions Dashboard in Only a Few Days?
Don’t let it scare you.
I want to take you through the entire dashboard and show you exactly what to look for when you deploy this power trading engine.
Then I’ll invite you to join the AlphaOptions Experiment — with a chance to secure FREE access for an entire year.
Disclaimer: We develop tools and strategies to the best of our ability, but no one can guarantee the future. There is always a risk of loss when trading past performance is not indicative of future results. The profits and performance shown are not typical and you may lose money. Since this is a tool designed to help traders make informed trading decisions the results will vary for each individual user as there are multiple trades to choose from.Â
