Nvidia is mentioned as a major AI company trading at multiples below the tape, suggesting it's not in a bubble.
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Everyone Says AI Is a Bubble. He Says They’re Wrong.
Sep 25, 2026
The creator refutes the AI bubble narrative by pointing to the valuations of major AI players like Google, Amazon, Microsoft, and Nvidia, stating they trade at multiples below the tape and are not comparable to the dot-com bubble.
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Microsoft is mentioned as a major AI company trading at multiples below the tape, suggesting it's not in a bubble.
Amazon is mentioned as a major AI company trading at multiples below the tape, suggesting it's not in a bubble.
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