The Acquirers Podcast cover image

Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio | S07 E44

The Acquirers Podcast

00:00

Is today's AI cycle like the late 1990s?

They compare current AI/tech enthusiasm to the late-90s bubble, noting CapEx can lag market peaks and create long dead-money periods.

Play episode from 23:39
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app