Okay, Computer: Meet The New Bubble, Same As The Old Bubble with Rick Heitzmann
RiskReversal Pod
00:00
The Buzzword of the Times: AI
The NASDAQ 100 is up 31%, and that has that composites up 25% in the S&P even market cap. People are just looking for companies that seem to have embedded Google who's been investing in deep mind for a decade. But how do you play it if you're an average investor? You're trying to figure out the big incumbents who were grabbing onto the shiny thing and putting some pixie dust on their company. And that's why you're seeing things like NVIDIA RIP today.
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