A.I. Bubble Concerns Underneath GOOGL vs NVDA Battle
Schwab Network · Schwab Network
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Show Notes
Samuel Kerr joins Marley Kayden to provide context to the public debate about a bubble in A.I. stocks. He addresses the underlying concerns expressed by investors using recent weeks to take profits, pointing to the steep selling action in Nvidia (NVDA) as an example. Samuel looks at the perceived battle lines drawn between Alphabet's Google (GOOGL) and Nvidia, citing notable investors like Warren Buffett, Peter Thiel and Michael Burry joining the fray. Later, Samuel paints a "worst case scenario" for A.I. and Crypto companies looking to IPO.
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