Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Is AI a bubble? 🤪 $NVDA

FinanceLancelot's profile picture

Financelot

229,934 subscribers

124,488 görüntüleme • 1 yıl önce •via X (Twitter)

FinansBilim & TeknolojiHaberler & Politika
LIVE

Anya Rossi• Live Now

Private livecam show

8 Yorum

gregorylent profil fotoğrafı
gregorylent1 yıl önce

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

MicroSectors profil fotoğrafı
MicroSectors3 yıl önce

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

Algorasm profil fotoğrafı
Algorasm1 yıl önce

Bigger bubble than 2000 dot bomb, perhaps

𝘚𝘵𝘦𝘷𝘦 𝘈𝘭𝘢𝘳𝘮 profil fotoğrafı
𝘚𝘵𝘦𝘷𝘦 𝘈𝘭𝘢𝘳𝘮1 yıl önce

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.

minimus profil fotoğrafı
minimus1 yıl önce

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

HashP100D profil fotoğrafı
HashP100D1 yıl önce

ai is your own Genie in the bottle

Ryan profil fotoğrafı
Ryan1 yıl önce

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

Jim French profil fotoğrafı
Jim French1 yıl önce

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.

Benzer Videolar

$NVDA will outperform, AI is not a bubble, and today’s earnings will validate the trend. Let’s go 👏🏻🚀
2:45

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

Daniel Newman

153,778 görüntüleme • 7 ay önce

Nvidia Dumps on Earnings: The AI Bubble Just Ran Out of Gas! #AiMania $NVDA
10:50

Nvidia Dumps on Earnings: The AI Bubble Just Ran Out of Gas! #AiMania $NVDA

Nobody Special

15,072 görüntüleme • 6 ay önce

"I don't think we're in an AI bubble," Jensen Huang of Nvidia, $NVDA, has said:
0:49

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

unusual_whales

293,546 görüntüleme • 7 ay önce

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
7:32

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

Nobody Special

83,886 görüntüleme • 8 ay önce

$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.
7:22

$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

44,955 görüntüleme • 6 ay önce

$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
7:27

$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 görüntüleme • 1 yıl önce

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.
4:04

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 görüntüleme • 8 ay önce

Proof AI is NOT a bubble
0:39

Proof AI is NOT a bubble

Peter H. Diamandis, MD

15,713 görüntüleme • 8 ay önce

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
1:30

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 görüntüleme • 7 ay önce

$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 görüntüleme • 7 ay önce

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.
2:44

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 görüntüleme • 24 gün önce

"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."
0:52

"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 görüntüleme • 2 yıl önce

QUANTUM IS THE NEXT FRONTIER AFTER AI -- $IONQ IS THE NEXT $NVDA 👀
0:37

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

Shay Boloor

312,061 görüntüleme • 1 yıl önce

"AI is at an inflection point," Nvidia, $NVDA, CEO has said
1:24

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

unusual_whales

165,830 görüntüleme • 1 yıl önce

Here is my message for the bears who think AI is a bubble...
1:23

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

Anthony Pompliano 🌪

33,338 görüntüleme • 1 ay önce

There’s a lot of discussion in the markets about whether there’s an AI bubble. Here I walk through a definition of a bubble, why people normally miss bubbles, why AI is likely a bubble, and what the implications are.
15:30

There’s a lot of discussion in the markets about whether there’s an AI bubble. Here I walk through a definition of a bubble, why people normally miss bubbles, why AI is likely a bubble, and what the implications are.

Brandon Carl

15,131 görüntüleme • 1 ay önce

Building without AI in mind is a clearly avoidable mistake. AI is not a bubble; it's the foundation of tomorrow’s infrastructure.
0:57

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 görüntüleme • 10 ay önce

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
9:01

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 görüntüleme • 6 ay önce

THIS IS INSANE! The CEO of Nvidia is literally telling us the next step of AI! Agentic AI is the future! $NVDA
0:42

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 görüntüleme • 5 ay önce