Tag Archives: dot com
How to Catch a Falling Knife
Like Buffett, we want to buy wonderful companies at a fair price. And the AI story, as far as we can tell, has gotten well ahead of the AI reality. In other words, AI alone doesn’t justify NVIDIA’s peak valuation of $3.3 trillion. Continue reading
Posted in Business, MN Gordon
Tagged artificial intelligence, chatgpt, crash, dot com, nvidia, roaring twenties, stock market mania
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Time to Get Real About Artificial Intelligence
There’s never really a good time for a new bubble mania. But usually, they have the decency to come at the tail end of an extended bull market, as a sort of blow-off top. Continue reading
Posted in Business, MN Gordon
Tagged artificial intelligence, bubble mania, credit market, dot com, NASDAQ
1 Comment
