The presenter outlines that Goldman Sachs' top trader has issued a major warning about the AI bubble, pointing to cracks and a slowdown in AI adoption based on their AI adoption tracker, which shows growth from 9.2% to 9.7%. NVIDIA has declined for four weeks, currently priced at 169.94. A red line for BR is at 175 and a green line is at 160; the presenter marks 138 as support. There's a threat from custom chip manufacturers like Broadcom, currently at 349.64, which has seen substantial growth and whose growth is threatening Nvidia's dominance. The Russell 2000 shows 70% are above their 50-day moving average and big tech (NASDAQ) 47% are above their 50-day MA. Biotech and gold were sector winners. The presenter picks biotech, gold, and consumer sectors, with the presenter favoring GROY. The presenter is trimming overvalued tech & AI momentum growth stocks with a P/E above 50x and buying small cap value stocks in the security, biotech and gold sectors. Gold's chart shows a break out of a pattern, which could lead to a rally. He suggests a potential strategy of shifting from NVIDIA into gold, bio-tech etc.