Honest assertions about the AI bubble

fatpiggy

Heisman
Aug 18, 2002
24,070
22,606
113
That’s a fair point, I also think an important discussion is if bubbles truly exist, but that’s more of an economic question more generally.

I keep recommending people follow @alojoh on twitter. He is the real deal and the reason for my confidence in NVDA. The best $7 a month you will ever spend if you like to invest.

NVDA is still very undervalued at $200 a share.

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sleepy64561

All-Conference
Aug 9, 2025
617
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I keep recommending people follow @alojoh on twitter. He is the real deal and the reason for my confidence in NVDA. The best $7 a month you will ever spend if you like to invest.

NVDA is still very undervalued at $200 a share.

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Thanks for the tip. I’m a boglehead though, so there’s nothing anybody can tell me to get me off of my index funds and chill strategy.
 
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fatpiggy

Heisman
Aug 18, 2002
24,070
22,606
113
Thanks for the tip. I’m a boglehead though, so there’s nothing anybody can tell me to get me off of my index funds and chill strategy.
There is absolutely nothing wrong with that, and good for you. I wasn't trying to sway you, just discussing our previous topic of AI being overvalued. I still think it's very undervalued, my opinion of course.
 
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sleepy64561

All-Conference
Aug 9, 2025
617
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There is absolutely nothing wrong with that, and good for you. I wasn't trying to sway you, just discussing our previous topic of AI being overvalued. I still think it's very undervalued, my opinion of course.
Gotcha! Tbh there’s so much that goes into valuations, which is certainly not my specialty. This is one of those topics where we could disagree and both still be right about the value at different points in time.
 
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