3 Stocks That Go Up When AI Stocks Crash.
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Joey @ChartEquityIndependent analyst profile- Source published
- 23 Oct 2026, 00:48 UTC
- Recorded by Tahlil Plus
- 27 Oct 2026, 08:36 UTC

AI-generated source summary
The video analyzes three stocks: Salesforce (CRM), Apple (AAPL), and Berkshire Hathaway (BRK.B), focusing on their potential performance amidst an AI sector downturn. For Salesforce, the analysis highlights strong free cash flow and a forward P/E of 15.1x based on expected earnings of $16.02. Bank of America upgraded Salesforce to 'Buy' with a price target of $285 from $160, citing the company's ability to fund AI buildouts despite significant debt. Apple, despite its substantial capital expenditures and its AI initiatives powered by Google's Gemini, shows a forward P/E of 36x. The AI boom's impact on Apple is seen as potentially negative due to increased component costs, but a slowdown in AI spending could lead to cheaper parts and better margins. Berkshire Hathaway, with a massive cash pile of $365.5B, is presented as a defensive play benefiting from a potential credit crunch, though its insurance businesses face challenges and its large Apple stake creates significant exposure. The analysis suggests that while AI infrastructure stocks are beaten down and could rebound sharply, Salesforce, Apple, and Berkshire may lag behind due to their established business models and potential headwinds.
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Joey @ChartEquity
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