Milk Road AI Warren Buffett Is Selling… Is an AI Market Crash Coming? w/ Fin Tek
Mar 2, 2026
Fin Tek (Kern Francis), YouTuber and investor who analyzes tech and fintech, breaks down AI-driven market volatility. He discusses Buffett’s trimming moves, valuation disconnects among AI-related names, which software models are threatened, and where long-term AI winners may emerge. Short, sharp takes on fintech winners and a simple investing framework round out the conversation.
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Buffett Selling Signals Market Overvaluation
- Warren Buffett's recent selling shows he isn't finding value in the types of stocks he wants to buy, signaling pockets of overvaluation in the market.
- Kern Francis notes Buffett trimming Apple and Bank of America suggests elevated average S&P valuations, not universal opportunity.
SaaS Faces Mixed AI Pressure
- AI is creating winners and losers: some software-as-a-service firms face real disruption while others will integrate AI and keep value.
- Kern points to per-seat SaaS (Salesforce, Adobe, Shopify) under pressure as investors price potential AI replacement into multiples.
Buy The Unsexy Company Doing The Same Work
- Look for undervalued, less glamorous companies doing the same hard work as hyped peers.
- Kern highlights Datadog as underappreciated vs Palantir despite similar data-organizing roles, presenting a value opportunity.