Survey: 41% Think AI Stocks Are in a Bubble, but Investors Keep Buying Anyway. Here Are 3 That Could Weather the Storm.

Group 1 - Concerns about a potential AI bubble are prevalent in investment circles, with 41% of survey respondents believing AI stock prices are speculative and disconnected from fundamentals [2][7] - Nvidia is highlighted as a leading player in the AI industry, with its GPUs in high demand due to the growing need for data center investments, projected to rise from $430 billion in 2024 to $1.1 trillion by 2029 [4][5] - Nvidia's strong financial position, with a net cash of $52.1 billion, positions it well to withstand potential downturns in AI spending, as its industry-leading architectures are expected to remain in demand [5] Group 2 - ASML is identified as a unique investment opportunity, being the sole manufacturer of extreme ultraviolet lithography machines essential for high-end microchip fabrication for AI [6] - ASML's partnership with Mistral AI aims to enhance customer offerings by providing faster time to market and improved lithography systems [6]