All right. So, just yesterday we seem to get uh a renewed confidence in the AI trade. So many of those names moving higher this morning after coreweave earnings and this news that Soft Bank is selling out of its Nvidia share.A lot of questions it seems when it comes to investors. A lot of the names that move higher yesterday moving lower now. This volatility when it comes to the AI trade.Do you think it's sustainable. >> Well, I think there given the valuations, given the kind of numbers that we're looking ...

AI isn’t a bubbleViv (@battleangelviv):how can you believe AI is a bubble when AI lets my truck drive itself from point A to point B at the push of a button ...

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🎥 WATCH: @PeterSchiff says the Bitcoin bubble is about to burst, claiming Washington and Wall Street turned it into a politically driven speculation. https://t.co/3FJisF6CLt ...

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Futures taking a leg lower this morning. And joining us right now is Joanne Feny, partner and portfolio manager at Advisors Capital Management. Of course, the question Joanne is when we're talking about a bubble, every time people talk about a bubble, including myself talking about a bubble these days, whether that means we're really not in one yet or at least that it's not ready to pop.What do you think. >> Well, you know, Andrew, I don't I don't think we're in a bubble. Uh we look at, you know, history of ...

Market Observation - The market sometimes exhibits bubble characteristics [1] - Sometimes intervention is possible [1] - The optimal strategy might be non-participation [1]

Okay, so somebody asked Pal. They were like, "Hey Pal, is AI in a 1990s style tech bubble?" What do you think he said. >> Uh, I don't know.>> You know what he said. This is an actual quote. This is different. >> This time is different. >> He didn't say this time.He said this is different. He said in the sense that these companies, the companies that are so highly valued, actually have earnings and stuff like that. Stuff like that.So Powell's like, "No, there's some earnings here." In contrast to the 2000's ...

CoreWeave's failed buy of Core Scientific is another sign of an AI bubble. But it's still shopping. https://t.co/UONIZt8C4J ...

The last time Michael Burry called the market a bubble, it marked the absolute bottom in 2022.Literally, within days.We're going higher.Cassandra Unchained (@michaeljburry):Sometimes, we see bubbles.Sometimes, there is something to do about it.Sometimes, the only winning move is not to play. https://t.co/xNBSvjGgvs ...