
Nvidia Silences AI Skeptics (For Now)
Big Take
00:00
Would a Burst Cause a Market Crash?
Ed outlines scenarios if AI spending disappoints, noting leverage, capex dependence, and potential trickle-down effects.
Play episode from 17:56
Transcript

Ed outlines scenarios if AI spending disappoints, noting leverage, capex dependence, and potential trickle-down effects.