The Art of Value Are AI Stocks A Bubble? Druckenmiller, Greenblatt Said...
This episode discusses recent comments by three stock market investors, including legendary fund managers Stanley Druckenmiller and Joel Greenblatt, focusing on the question: we know there’s an artificial intelligence (AI) boom going on right now, but is there an AI stock bubble? We look at what these investors are saying about AI stocks, Nvidia stock (NVDA), the current stock market, and how they think it’s going to play out. I also give my opinion on the topics.
Timestamps:
00:00 AI stock bubble intro
00:14 Stan Druckemmiller: Separating the wheat from the chaff.
05:17 Joel Greenblatt: Current opportunities rhyming with the Dotcom Bubble.
08:57 Jim Bianco - Wealthion: AI stocks are “way out there in bubble-land...”
12:37 My final thoughts: AI is a long term secular move but...
Related episodes:
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
The AI Race is ON! Google Showcases New AI Products
Interviews referenced in the episode:
Bloomberg (June 2023): Druckenmiller on How AI is Dominating His Long Portfolio
HFA Fireside Chat with Hedge Fund Manager Joel Greenblatt
Wealthion: AI Stocks Definitely In A Bubble Right Now | Jim Bianco
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https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.