AI Bubble Talk is Cheap -- How to Navigate the Worry
In August I wrote an investment piece titled "AI Bubble Talk is Cheap" for Zacks Confidential to highlight the facts and figures of the 5th industrial revolution being driven by companies like NVIDIA ((NVDA), Taiwan Semiconductor ((TSM), and OpenAI.So I've spent no small amount of time since August continuing to collect the "AI Bubble" arguments and pit them against sound research from AI investment wizards like Coatue Management. More on team Laffont coming up.And it's always fun. There's no better way to ...