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Is AI a bubble? 🤪 $NVDA

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Financelot

229,934 subscribers

124,488 Aufrufe • vor 1 Jahr •via X (Twitter)

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8 Kommentare

Profilbild von gregorylent
gregorylentvor 1 Jahr

yes .. the hype is helping it be understood more deeply .. a plus

Profilbild von MicroSectors
MicroSectorsvor 3 Jahren

Are you a sophisticated investor that is bullish on big tech stocks? Learn more about $BULZ here:

Profilbild von Algorasm
Algorasmvor 1 Jahr

Bigger bubble than 2000 dot bomb, perhaps

Profilbild von 𝘚𝘵𝘦𝘷𝘦 𝘈𝘭𝘢𝘳𝘮
𝘚𝘵𝘦𝘷𝘦 𝘈𝘭𝘢𝘳𝘮vor 1 Jahr

AI is definitely a huge technological change. The problem for traditional companies is that it's proving difficult to monetise. China open-sourcing most of the tech has thrown a big spanner in that narrative.

Profilbild von minimus
minimusvor 1 Jahr

Yes. But there is still much air room in the AI-bubble to pop. Think no sooner than 2030.

Profilbild von HashP100D
HashP100Dvor 1 Jahr

ai is your own Genie in the bottle

Profilbild von Ryan
Ryanvor 1 Jahr

Ai itself isn’t a bubble but the stocks are a bubble 🫧

Profilbild von Jim French
Jim Frenchvor 1 Jahr

Is AI AI AI a bubble? Yes and no. See the reposted video about the Internet bubble. The Internet infrastructure provider was a bubble that saturated. The real opportunity was the use of the Internet which continues to grow as the new economy. Tesla Optimus is built on Tesla FSD which is built on the first internet attached cars. The foundation of all that is the Internet economy including the magnificent seven was built on the back of the Internet bubble.

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$NVDA will outperform, AI is not a bubble, and today’s earnings will validate the trend. Let’s go 👏🏻🚀
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$NVDA will outperform, AI is not a bubble, and today’s earnings will validate the trend. Let’s go 👏🏻🚀

Daniel Newman

153,778 Aufrufe • vor 6 Monaten

Nvidia Dumps on Earnings: The AI Bubble Just Ran Out of Gas! #AiMania $NVDA
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Nobody Special

15,072 Aufrufe • vor 6 Monaten

"I don't think we're in an AI bubble," Jensen Huang of Nvidia, $NVDA, has said:
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"I don't think we're in an AI bubble," Jensen Huang of Nvidia, $NVDA, has said:

unusual_whales

293,546 Aufrufe • vor 7 Monaten

Nvidia is buying $100 billion of it's own chips using OpenAI as a middle man. What can Al Bundy teach us about the Ai Bubble? $NVDA #AiMania
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Nobody Special

83,886 Aufrufe • vor 8 Monaten

$NVDA A lot of drama recently: 1. AI bubble? 2. "Enron" comments 3. Michael Burry shorting $NVDA But here's exactly what the charts are saying, and what to expect moving forward.
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$NVDA A lot of drama recently: 1. AI bubble? 2. "Enron" comments 3. Michael Burry shorting $NVDA But here's exactly what the charts are saying, and what to expect moving forward.

StockWhale

44,936 Aufrufe • vor 6 Monaten

$NVDA is not Cisco. In the clip below, I explain the key difference between the dot-com bubble period and the current AI opportunity. Darius Dale
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$NVDA is not Cisco. In the clip below, I explain the key difference between the dot-com bubble period and the current AI opportunity. Darius Dale

Beth Kindig

62,412 Aufrufe • vor 1 Jahr

A lot of people are saying: 1. AI is a bubble. 2. This is a bet the farm moment for $AMD. 3. $ORCL is only buying $AMD to gain leverage over $NVDA. This is a fundamental misunderstanding of $AMD's platform and its MASSIVE potential.
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A lot of people are saying: 1. AI is a bubble. 2. This is a bet the farm moment for $AMD. 3. $ORCL is only buying $AMD to gain leverage over $NVDA. This is a fundamental misunderstanding of $AMD's platform and its MASSIVE potential.

Antonio Linares

86,963 Aufrufe • vor 8 Monaten

Proof AI is NOT a bubble
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Proof AI is NOT a bubble

Peter H. Diamandis, MD

15,713 Aufrufe • vor 8 Monaten

Michael Burry keeps yelling “AI bubble.” Yet both CoreWeave and Nebius just said they’re sold out of H100s and pre-sold Blackwells before data centers even open. Two of the biggest AI clouds can’t keep GPUs in stock that’s not a bubble, that’s a compute famine $NVDA $NBIS
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Michael Burry keeps yelling “AI bubble.” Yet both CoreWeave and Nebius just said they’re sold out of H100s and pre-sold Blackwells before data centers even open. Two of the biggest AI clouds can’t keep GPUs in stock that’s not a bubble, that’s a compute famine $NVDA $NBIS

Ben Pouladian

215,315 Aufrufe • vor 7 Monaten

$NVDA CEO Jensen Huang is saying there’s no bubble because AI manufactures intelligence in real time which means every query consumes fresh compute & forces the system to scale its GPU base as usage grows. That is why demand for GPUs & power keeps accelerating & why this looks like a genuine industrial build-out rather than a bubble.
1:35

$NVDA CEO Jensen Huang is saying there’s no bubble because AI manufactures intelligence in real time which means every query consumes fresh compute & forces the system to scale its GPU base as usage grows. That is why demand for GPUs & power keeps accelerating & why this looks like a genuine industrial build-out rather than a bubble.

Shay Boloor

405,709 Aufrufe • vor 7 Monaten

Gavin Baker built a massive position in $ALAB around the AI infrastructure theme, and the stock has now crossed $300. He thinks AI is different and that we are NOT in a bubble. He expresses this thesis behind many of his top holdings, including $NVDA, $MU, and $AMZN.
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Gavin Baker built a massive position in $ALAB around the AI infrastructure theme, and the stock has now crossed $300. He thinks AI is different and that we are NOT in a bubble. He expresses this thesis behind many of his top holdings, including $NVDA, $MU, and $AMZN.

Sam Badawi

431,013 Aufrufe • vor 22 Tagen

"It doesn't seem like a bubble. There's real demand there," says Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on $NVDA and the AI boom. "We're going to find out next week."
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"It doesn't seem like a bubble. There's real demand there," says Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on $NVDA and the AI boom. "We're going to find out next week."

Last Call

243,880 Aufrufe • vor 2 Jahren

QUANTUM IS THE NEXT FRONTIER AFTER AI -- $IONQ IS THE NEXT $NVDA 👀
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QUANTUM IS THE NEXT FRONTIER AFTER AI -- $IONQ IS THE NEXT $NVDA 👀

Shay Boloor

312,061 Aufrufe • vor 1 Jahr

"AI is at an inflection point," Nvidia, $NVDA, CEO has said
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"AI is at an inflection point," Nvidia, $NVDA, CEO has said

unusual_whales

165,830 Aufrufe • vor 1 Jahr

Here is my message for the bears who think AI is a bubble...
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Here is my message for the bears who think AI is a bubble...

Anthony Pompliano 🌪

33,338 Aufrufe • vor 1 Monat

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Brandon Carl

15,131 Aufrufe • vor 1 Monat

Building without AI in mind is a clearly avoidable mistake. AI is not a bubble; it's the foundation of tomorrow’s infrastructure.
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Building without AI in mind is a clearly avoidable mistake. AI is not a bubble; it's the foundation of tomorrow’s infrastructure.

Peter H. Diamandis, MD

20,869 Aufrufe • vor 10 Monaten

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA
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Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA

Beth Kindig

67,346 Aufrufe • vor 6 Monaten

THIS IS INSANE! The CEO of Nvidia is literally telling us the next step of AI! Agentic AI is the future! $NVDA
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THIS IS INSANE! The CEO of Nvidia is literally telling us the next step of AI! Agentic AI is the future! $NVDA

Sean Dekmar

52,115 Aufrufe • vor 5 Monaten