NVDA, AI Risk, and the 21st Century Tech Bubble | Angel Research Podcast Ep. 58
Angel Research Podcast · Angel Research
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Show Notes
Jason Williams returns to the Angel Research Podcast to discuss Nvidia earnings, the state of the AI industry and "AI Risk", a potential AI bubble, and the housing shortage.
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Podcast Chapters:
00:00 Introduction
01:34 Nvidia Earnings: Is $NVDA still a buy?
04:26 The AI Stock Bubble
11:11 Emerging Tech from the AI Trend
14:40 "AI Risk" - What Industries & Jobs Are at Risk of Going Extinct?
24:32 High-Interest Rates & the Housing Shortage
28:13 Real Estate Investment Trusts - Why Jason is Buying
36:53 Final Thoughts
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