What 老李玩钱 said in this video:
- AMDneutralAdvanced Micro Devices (AMD), as a major AI hardware chip maker, reports sustained revenue and earnings growth every quarter, with real profits and stable cash flow, unlike the shell companies of the 2000 dot-com bubble that merely pitched stories.Source
- AVGOneutralBroadcom (AVGO), as a major AI hardware chip maker, reports sustained revenue and earnings growth every quarter, with real profits and stable cash flow, unlike the shell companies of the 2000 dot-com bubble that merely pitched stories.Source
- NVDAneutralNVIDIA (NVDA), as a major AI hardware chip maker, reports sustained revenue and earnings growth every quarter, with real profits and stable cash flow, unlike the shell companies of the 2000 dot-com bubble that merely pitched stories.Source
- AI Capexneutralmid-termThe current AI sector does have some bubble, mainly because the massive AI capital expenditures by big tech may not generate matching future returns; however, this bubble is not as severe as the 2000 dot-com bubble and will likely be digested through technical corrections and consolidation rather than a crash.Source
- SPYneutralmid-termThe S&P 500's Shiller PE has reached 41.28, close to the 2000 dot-com peak, and its traditional PE of 26.28 is also elevated but far below 2000 levels. The current AI-related bubble will not cause a major stock market crash; it will most likely be digested through periodic technical corrections and range-bound consolidation.Source