Is the Forced Selling Over? | Know Your Risk

November 6, 2026 – After a brutal selloff in chips and AI stocks, the question isn’t simply whether prices are lower. It’s whether the selling is finished—and what those businesses are worth under a slower buildout. Zach and Chase examine how leverage, crowded positions, and forced selling amplified the decline, while separating potential opportunities in individual companies from a blanket bet on the AI sector. They also debate power constraints and whether delayed data-center spending could extend the investment cycle rather than end it. The conversation turns to the communities hosting that infrastructure: rising costs, local opposition, and the idea of a “data-center dividend” that would give residents a share of the benefits. Plus: the jobs report, Treasury demand, the limitations of earnings headlines, and why depreciation assumptions deserve closer attention during a massive capital-spending cycle. Along the way, a Friday detour into raccoons, field trips, and coaching kids. Schedule your free Know Your Risk Review at KnowYourRiskRadio.com Do you know how much risk your portfolio is exposed to? How are you positioned for the future? Get all the information you need by getting a free Know Your Risk portfolio review with Bulwark today. Learn more: https://bulwarkcapitalmgmt.com/ Listen to Know Your Risk wherever you find podcasts! Find Zach on X: https://x.com/KYRRadio Follow on Instagram and TikTok: @KnowYourRiskPodcast Instagram:   / knowyourriskpodcast   TikTok:   / knowyourriskpodcast