Leave your feedback Share Copy URL https://gographicsoutput.com/video/z5Inimq8SH9.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Why This Isn’t An AI Bubble [733kMMelcE2] Health Updated on August 05, 2026 EDT — Published on August 05, 2026 EDT Tag: #preuve Uniforme De Franais, #paul mccartney, #megan boxall, #chongqingIs the stock market in an AI Bubble? In this video I talk about 5 reasons why investment into AI looks a lot like past bubbles. Afterwards though, I provide 5 counter points and then conclude with my thoughts and what an investor can do about it. *** Free trial and *15% off* of a Fiscal.AI subscription through this link here: *I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics. Follow us to learn 1) how to become a better investor and 2) how to analyze and barcelona vs real madrid understand business! *Chapters 0:00 Are We in an AI Bubble?1:16 Why We Are in an AI Bubble1:57 Bubble Argument 1: Capital Cycle9:44 Bubble Argument 2: History & Patterns12:57 Bubble Argument 3: Behavior22:42 Bubble Argument 4: Debt Financing23:15 Bubble Argument 5: Limited Enterprise Adoption26:52 Counterargument 1: Wider Usage29:16 Counterargument 2: Supply Bottlenecks31:47 Counterargument 3: Valuations33:35 Counterargument 4: Financing34:33 Counterargument 5: High Quality End Markets35:16 My Thoughts & What You Can Do as an Investor*****Drew Cohen is a Registered Investment Advisor and he also manages money for individuals and families. Drew also has a podcast called The Synopsis. The Synopsis is aimed toward professional investors and covers stocks, investing, and padres vs brewers various other topical business news. Follow the Podcast on Spotify here: real betis Follow the Podcast on Apple here: *****Nothing here is financial advice. See channel disclaimers. *****#investing #stockmarket #finance
Tag: #preuve Uniforme De Franais, #paul mccartney, #megan boxall, #chongqingIs the stock market in an AI Bubble? In this video I talk about 5 reasons why investment into AI looks a lot like past bubbles. Afterwards though, I provide 5 counter points and then conclude with my thoughts and what an investor can do about it. *** Free trial and *15% off* of a Fiscal.AI subscription through this link here: *I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics. Follow us to learn 1) how to become a better investor and 2) how to analyze and barcelona vs real madrid understand business! *Chapters 0:00 Are We in an AI Bubble?1:16 Why We Are in an AI Bubble1:57 Bubble Argument 1: Capital Cycle9:44 Bubble Argument 2: History & Patterns12:57 Bubble Argument 3: Behavior22:42 Bubble Argument 4: Debt Financing23:15 Bubble Argument 5: Limited Enterprise Adoption26:52 Counterargument 1: Wider Usage29:16 Counterargument 2: Supply Bottlenecks31:47 Counterargument 3: Valuations33:35 Counterargument 4: Financing34:33 Counterargument 5: High Quality End Markets35:16 My Thoughts & What You Can Do as an Investor*****Drew Cohen is a Registered Investment Advisor and he also manages money for individuals and families. Drew also has a podcast called The Synopsis. The Synopsis is aimed toward professional investors and covers stocks, investing, and padres vs brewers various other topical business news. Follow the Podcast on Spotify here: real betis Follow the Podcast on Apple here: *****Nothing here is financial advice. See channel disclaimers. *****#investing #stockmarket #finance