The Intellectual Investor – Value Investing by Vitaliy Katsenelson cover image

Living and Investing with Intention – Ep 276

The Intellectual Investor – Value Investing by Vitaliy Katsenelson

00:00

Is there an AI bubble? Infrastructure overinvestment

Vitaliy warns of AI-driven overinvestment in GPUs/data centers and parallels to the 1998-99 fiber bubble.

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