Is this really an “AI bubble” — or are traders blaming the wrong thing?In Episode 3 of Markets Unscripted, Matt Caruso and Jason Shapiro break down what’s actually happening beneath the surface of this market: AI leaders vs pretenders, Bitcoin’s unwind, and why liquidity still drives the whole game.They cover:AI bubble or OpenAI bubble? Why Google (GOOG) and other AI infrastructure names held firm while OpenAI-linked stocks like ORCL struggledHow to read true relative strength using live examples: GOOG, LITE, COHR, VIAV, STLD, ATI, AMATWall Street analyst narratives vs reality — and why listening to them can cost you 40–60% drawdownsBitcoin, MSTR & liquidity risk — is MicroStrategy a new LTCM-style test of the system?Gold & silver breakouts while Bitcoin sells off: what that says about the liquidity cycle“Buying the dip” vs buying strength — why the “it’s on sale” mindset doesn’t translate to marketsBuffett-style value vs today’s tape — cheap vs good and why many “value traps” stay deadThe LAW trade (CS Disco) — an AI legal-tech stock that quietly turned into a leaderCotton, commodities & macro tells — what Jason’s watching through the WASDE reportHow to let the market agree with you before you size up — instead of trying to out-think the tape now🔔 Follow Markets Unscripted for more conversations on:AI stocks & market structurePositioning, sentiment & COT dataRisk management, liquidity & real trader process👍 Like the episode, drop a comment with what you want us to cover next, and share it with a trader who keeps calling every rally a “bubble.”#marketsunscripted #aistocks #bitcoin #google #liquidity #gold #silver #stockmarket #tradingpodcast #mattcaruso #jasonshapiro