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Bankless & Animal Spirits

Animal Spirits Podcast

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Discussion on Nvidia's Growth and Valuation in the Context of Market Bubbles

The chapter delves into Nvidia's remarkable growth in earnings, margins, and valuation in a transformative industry, raising concerns about its stock price trajectory resembling historical market bubbles. It discusses parallels between the AI industry and the internet, suggesting a potential bubble and downfall despite the technology's promise.

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