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Ken Griffin Just Said the AI Bubble Word, the Math Backs Him Up
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ticker lesson
Breakdown
0:00AI· ticker
AI bubble warning from Ken Griffin
- Griffin calls AI bubble 'almost certainly'
- AI stocks make up 49% of S&P 500
- AI bubble bigger than .com peak
- AI bubble bigger than 1929
- Only railroads in 1881 got bigger
2:25lesson
Options volume analysis for bubble stocks
- Look at call volume for bubble signals
- Volume activity out of the ordinary indicates speculation
- Crazy upside volume suggests speculative buying
- Pullbacks in AI names may not be bubble activity
- Demand for AI buildout keeps demand alive
4:10Micron· ticker
Micron's AI-driven stock movement
- Micron stock moved strongly over last couple years
- Micron was $96 in 2025
- Stock moved far and fast
- Demand for AI buildout keeps demand alive
- AI data centers buildout supports demand
5:50lesson
Volatility and options trading in bubble stocks
- Pay attention to near-term volatility
- Watch for call volume vs put volume
- Implied volatility over realized volatility indicates frenzy
- High volatility names like NBIS are risky
- Volatility swings are common in biotech and AI
7:45lesson
Earnings and long-term viability of AI stocks
- Earnings are critical for determining stock viability
- Many AI stocks had no earnings during the dot-com bubble
- Options help determine which AI stocks are here to stay
- Trading vs investing approach differs
- Volatility helps determine trade strategy
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