正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

Is AI a bubble? 🤪 $NVDA

Financelot

229,934 subscribers

124,488 次观看 • 1 年前 •via X (Twitter)

财经科学技术新闻政治

Anya Rossi• Live Now

Private livecam show

8 条评论

gregorylent 的头像

gregorylent1 年前

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

MicroSectors 的头像

MicroSectors3 年前

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

Algorasm 的头像

Algorasm1 年前

Bigger bubble than 2000 dot bomb, perhaps

𝘚𝘵𝘦𝘷𝘦 𝘈𝘭𝘢𝘳𝘮 的头像

𝘚𝘵𝘦𝘷𝘦 𝘈𝘭𝘢𝘳𝘮1 年前

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 的头像

minimus1 年前

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

HashP100D 的头像

HashP100D1 年前

ai is your own Genie in the bottle

Ryan 的头像

Ryan1 年前

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

Jim French 的头像

Jim French1 年前

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.

相关视频

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

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

Daniel Newman

153,778 次观看 • 7 个月前

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

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

Nobody Special

15,072 次观看 • 7 个月前

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

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

unusual_whales

293,546 次观看 • 7 个月前

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

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 次观看 • 9 个月前

$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.

$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 次观看 • 6 个月前

$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

$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 次观看 • 1 年前

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.

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 次观看 • 8 个月前

Proof AI is NOT a bubble

Proof AI is NOT a bubble

Peter H. Diamandis, MD

15,713 次观看 • 8 个月前

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

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 次观看 • 7 个月前

$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.

$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 次观看 • 7 个月前

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.

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

444,470 次观看 • 1 个月前

"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."

"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 次观看 • 2 年前

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

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

Shay Boloor

312,061 次观看 • 1 年前

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

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

unusual_whales

165,830 次观看 • 1 年前

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

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

Anthony Pompliano 🌪

33,338 次观看 • 1 个月前

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.

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 次观看 • 1 个月前

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

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 次观看 • 10 个月前

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

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 次观看 • 7 个月前

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

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 次观看 • 5 个月前