AI's Next Victim? - 02/12/26

AI disruption just hit a new corner of the market—and this time it's real estate developers and commercial real estate companies taking the punch.

In today's episode, we break down the sharp selloff in real estate stocks tied to growing concerns about AI's impact on office demand, employment shifts, and long-term property valuations. Is this a justified repricing—or another overreaction fueled by headlines?

We'll explore how AI-driven productivity shifts could ripple through commercial real estate (CBRE), REITs, and developers—and what traders should be watching as capital rotates.

I'll also share a candid review of my recently closed position in Coinbase, which ended in a significant loss. No spin. Just what happened, why it happened, and what the lesson is moving forward.

If you trade tech, crypto, or macro themes, this episode connects the dots between disruption, risk, and discipline.

Listen now:👉 AI's Next Victim?

Inside the episode:

• Why real estate developers are selling off
• AI's impact on office demand and commercial property
• Is the CRE market facing structural change?
• My Coinbase trade recap and risk management review
• What traders should watch next

Hit like, subscribe, and drop your questions for the next TraderMerlin show.

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Trading Applications used:

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