
Dave Collum and Matt Smith #1265
Coffee and a Mike
00:00
AI, Jensen Huang, and the MAG-7 Valuation Bubble
Dave reviews MAG-7 revenue vs market-cap growth and warns AI enthusiasm may be a valuation bubble.
Play episode from 01:23:57
Transcript

Dave reviews MAG-7 revenue vs market-cap growth and warns AI enthusiasm may be a valuation bubble.