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There is no “AI” bubble as far as the public market besides Nvidia and TSLA which has always been a meme stock. The values of none of the BigTech companies th
by scarface_74 1y ago
There is no “AI” bubble as far as the public market besides Nvidia and TSLA which has always been a meme stock.
The values of none of the BigTech companies that are overweighted in the S&P 500 have seen their values rise because of AI. Their fundamental business value and revenues are mostly the same sources - ad revenue (Amazon, Google, Facebook), retail sells (Amazon), cloud hosting (Amazon, Microsoft and Google (?)), enterprise sales and services (Microsoft) and device sales and services (Apple).
The bubble bursting will affect VC and private equity and mostly private companies.