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Zananiri: A.I. "Hopium" Echoes Dot Com Bubble, NVDA & Other Chips Strong Long-Term

Zananiri: A.I. "Hopium" Echoes Dot Com Bubble, NVDA & Other Chips Strong Long-Term

Schwab Network · Schwab Network

September 26, 20257m 44s

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Show Notes

After seeing the parabolic moves in some A.I. stocks, Jeff Zananiri makes comparisons to what he saw during the dot com bubble of the 1990s. He warns of ballooning valuations but believes in chipmakers and infrastructure plays long-term. Jeff makes a bullish case for Nvidia (NVDA), AMD Inc. (AMD), and Intel (INTC). He also like crypto long-term but expects Bitcoin to see a continuing pullback toward $100,000.


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