Narrated motion explainers, one topic each, with English and Chinese captions. Every figure on screen is listed under its video with the source it came from.
Markets & AI What investors argued about from late September to Oct 22, 2026.
1:04 D1
Is AI a bubble? Both sides, and the evidence each one points to.
Watch on YouTube Sources (9) AFP via The Star / Citizen Digital; computing.co.uk , 2026-10-13Moody's, via DatacenterDynamics , 2026Bloomberg (ICE Data Services), via Teleborsa/Borsa Italiana , 2026-10-15TSMC press release , 2026-10-15Micron earnings call, via The Next Web , 2026-09Alphabet Q2 2026 results, via Hargreaves Lansdown and interactive investor , 2026-07-23TradingFlow daily candles (MCP symbol_daily_candles), pulled 2026-10-22 , 2026-10-22Reuters, 'Mapping the Market' column by Terence Gabriel (syndicated via Devdiscourse) , 2026-10-19TradingFlow daily candles (SOXX), 2026-10-16 1:04 D2
CoreWeave: AI's credit canary When a GPU landlord's bonds fall, the data-center trade listens.
1:03 D3
Who pays for the AI buildout? Cash flow, bonds, or someone else's balance sheet.
1:07 D4
Anthropic's IPO: revenue, loss, price tag Fast revenue growth, a large loss, and a price tag still moving.
1:02 D5
Memory: the most crowded AI trade Micron, SanDisk, and a well-known shortage.
1:01 D6
October's chip wreck, then the dip-buy Eight straight down days for chip stocks, then a bounce.
1:00 D7
5% yields vs. the AI trade Why the bond market matters to chip stocks.
1:09 D8
Nvidia: one stock, ~8% of the S&P 500 Every S&P 500 fund holds a lot of one company.
1:07 D9
SpaceX's first profit is an AI story The quarter's largest segment was compute, not rockets.
1:08 D10
OpenAI's $20B revenue gap Same company, two run rates. Most of the difference is accounting.
0:58 D11
Two markets? AI leaders vs. the rest What year-to-date prices actually show.
1:03 D12
Oil above $100 and your growth stocks How crude reaches inflation, bond yields and tech valuations.
1:04 D13
Q3 earnings: the AI spending report card Who reported, what they spent, and who is still to come.
1:09 D14
Circular financing: suppliers funding customers When the chip seller is also the investor, lender or guarantor.
1:07 D15
Why nuclear stocks trade like AI stocks Power is the input every data center needs.
0:57 D16
Data centers that may never get built Power, permission and money are slowing the buildout.
1:06 D17
Oracle and the price of AI debt A $638 billion backlog, negative cash flow, and a rating one notch above junk.
1:01 D18
China's Nvidia orders and the supply math Reported orders for the RTX PRO 5500, and how many Nvidia can make.
0:59 D19
TSMC beat, chips fell A beat, a strong outlook, and a sector that sold off anyway.
0:56 D20
The storage boom and the drawdown Disk and flash makers rode the AI build. Then they swung hard the other way.
0:54 D21
Bitcoin miners became AI landlords Cheap power and big buildings found new tenants. The stocks changed with them.
0:57 D22
The model race and the market Google's Gemini 4 Argon, what Google claimed, and what the stock did.
0:58 D23
Meta's Muse and the stock From launch to No. 1, and the stock in those weeks.
0:53 D24
Will AI eat software? The fear behind this year's software selloff, and what prices have done since.
0:58 D25
AI and jobs: what the layoff data says Challenger's count of U.S. job cuts, through August 2026.
1:05 D26
Cheap open models vs. AI-lab margins A summer price war, and bills that don't shrink.
1:05 D27
The AI IPO window, before Anthropic One AI data-center IPO pulled. One giant lining up.
1:02 D28
The S&P 500, near its high What the index did after its October 6 high.
1:03 D29
Palantir near its high, and the valuation fight Fast growth meets a fast price run.
1:05 D30
October crash calls vs. midterm-year history What seasonality says, and what it can't.
0:54 D31
The rotation into health care, staples and financials Sector moves from the S&P's October 6 high to Oct 21.
1:00 D32
The first AI bankruptcies Two filings, two different ways to fail.
1:04 D33
Tesla: the Roadster, Q3, and merger talk One week, three stories.
1:03 D34
$40 trillion of U.S. debt Treasury's own count, and what it costs.
Explainers The ideas behind the headlines.
0:57 E1
How one AI dollar flows From a cloud budget to chips, memory and power.
1:00 E2
What credit markets see first Credit spreads and CDS, in plain terms.
0:53 E3
Why a few stocks move the index Cap-weighted vs. equal-weighted.
0:51 E4
Why rates hit growth stocks Discounting, explained.
1:02 E5
Options flow around earnings What the tape can show, and what it can't.
1:00 E6
What index GEX says Modeled structure, not a forecast.
1:11 E7
IV crush Implied volatility before and after earnings.
0:50 E8
How to read an S-1 The filing that says what the pitch leaves out.
As of Oct 22, 2026. Research and education, not investment advice.