Lundgren: Why A.I. Bubble Has Been Going on For Years

August 27, 20256m 30s

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Show Notes

David Lundgren joins Diane King Hall to discuss the A.I. rally and his belief that the markets have been in a "bubble" for the last 3 years. He compares bubble conditions to 1996-99 but notes that there's two phases: a fundamental phase and a final phase. David believes we continue to exist in the fundamental phase, which could create opportunities for investors. He cautions that a "hype phase" could be coming soon saying valuations on important companies like Nvidia (NVDA), Microsoft (MSFT) and Palantir (PLTR) could impact the broader development of A.I.-related industry.

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