Hold… hold… HOLD! BUY!!!!!!!!!!

Welcome to AI Collision 💥,

In today’s collision between AI and our world:

• Hold…
• HOLD!
• BUY!!!!!!!

If that’s enough to get the investors investing, read on…

AI Collision 💥

If you can hold tight, remain calm, maintain conviction and slowly deploy capital, I think that even though it’s been a rough year for AI stocks in 2025, it is still the best chance to buy stocks that long term will deliver portfolio-changing returns.

Sure, you all know the “blood on the streets” saying, and that when fear is in the market, that’s often a great opportunity to buy stocks at a discount.

None of that changes in the market right now. The basic principles of buying great companies that are financially sound with tremendous long-term growth prospects is as important right now than it’s ever been.

And it’s applicable because one of the driving forces behind the markets southerly direction right now is macroeconomic factors – like a certain president enacting financial warfare on the rest of the world.

Whether the approach is correct or not, time will tell. But at least for the short term, they maintain ultimate conviction in their playbook and are going to very much “die on this hill” putting it into play.

If they’re wrong, they may very well die on that hill and the Democrats will stage a comeback for the ages by simply letting the Trump administration destroy the financial empire that America has become over the last 100-or-so years.

That said, the expectation here is still short-term pain, long-term gain.

And when it comes to AI stocks, it certainly is short-term pain, but a heck of a lot of it.

Here’s a good snapshot of what that pain looks like:

Nvidia, Palantir, SoFi technologies, Robinhood, Tesla, UpStart, AMD, Hims & Hers Health – all at raging discounts from highs only a month and a bit ago.

There’s more to add to the mix, and they’re pretty familiar names – Amazon, Google, Microsoft, Meta, Apple – all at big discounts.

Will they ever return to those highs?

Well, yes, I believe they will and then soar past them. Once this tariff and trade bruhaha passes over. And I say that because I can’t generate muppet images anymore.

Sorry, what?

That’s the message I got from ChatGPT today. I was actually trying to generate something useful, to show you – something just as exciting as last week’s Muppet image.

But ChatGPT had, frankly, had enough.

I’m not the only one.

Here’s what Sam Altman, founder and CEO of OpenAI, said in response to a comment online:

And this was after he’d posted about the fact that OpenAI’s GPUs are “melting”.

Not to be outdone, Elon Musk’s xAI and its AI, Grok, was also struggling with a surge of demand:

More on xAI this week, as it also bought out Elon’s X.com over the weekend. Yes, that is like passing a sack of cash from your left hand to your right, but we’ll look at why more closely this week.

Needless to say, Studio Ghibli images, and the realisation that ChatGPT is now a massive upgrade to what it was just a week or two ago, has sent AI demand into overdrive.

The demand for Nvidia GPUs is surging, AI companies simply cannot get enough of them. And as we pointed out last week, there are others looking to jump the queue (Apple) and get their fix of the good stuff too.

When I see Apple, Amazon, Microsoft and Arm all working towards making their own AI chips, and then still see the insane demand for Nvidia because it is streets ahead of anyone else, plus a company like AMD levelling up their chip designs, for me all of these companies being at a discount is a good thing in the long term.

Trump isn’t going to kill the engine room of America’s economy. Yeah, there might be some pain, and he’s probably told them all as much – but he’s no doubt promised that in order to make America great again, he needs all those companies firing on all cylinders and making the American stock market great again.

That will come. Trump will forcefully make it so. I think that means every company I mentioned today is worth going over another couple of times and looking to either add to your portfolio for the long haul, or if you’re already there, adding to the allocations.

Yep, it’s high-risk stuff. But by golly me, this is a great time to be buying tech stocks (while dollar cost averaging) for the long term.

The largest IPO in history is coming…

Elon Musk’s $180 billion Starlink IPO may launch as soon before the end of May. Most investors will only get in after it goes public – when the big money’s already been made. But you don’t have to wait. Discover a way you could position yourself to potentially profit before the IPO right from your brokerage account with as little as £40.

Capital at risk.

Boomers & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).

Boom 📈

• Tesla (NASDAQ:TSLA) up 6%
• BigBear.ai (NYSE:BBAI) up 2%
• IBM (NYSE:IBM) flat 0%

Bust 📉

• Vertiv (NYSE:VRT) down 16%
• Broadcom (NASDAQ:AVGO) down 12%
• Arm (NASDAQ:ARM) down 10%

From the hive mind 🧠

• Oh, how the tables do turn in Hollywood…
• Humans won’t be needed for most things. Hmm, probably true. Not much I can think of where a robot wouldn’t be handy. I mean other than raising my kids and being a good husband.
• I can see Apple having its own iDoctor service. Maybe that’s how we fix global healthcare? Just leave it to Big Tech.

Artificial Polltelligence 🗳️

Weirdest AI image of the day

Angry Adam

Note: the twist at the end is WILD!

An AI’s random quote of the day

(Now including ChatGPT and Grok)

Thanks for reading, and don’t forget to leave comments and questions below,

Sam Volkering

Editor-in-Chief

AI Collision