One strategist shares a Nvidia earnings preview and explains why AI bubble talk is 'overdone'
My next guest says the spectre of a steeper decline may be overdone and the bubble talk itself may be facing a bubble. Joining us now, Nancy Tangler, Lafer Tangler Investments CIO and CEO. Nancy, it's great to see you.You know, it's really funny all of this bubble talk because as I was saying earlier in the show, the vast majority of folks we are talking to are saying it's not a bubble. They say things are, you know, some things may be richly valued, but they don't consider it to be a bubble. Nonetheless, s ...