‘Not A Bubble’ Claim
18:26–19:08 · 42s
Janet Mui insists the AI boom is a strong secular trend, noting Nvidia and TSMC still trade at reasonable P/Es and dismissing talk of frothy valuations as overblown.
18:26–19:08 · 42s
Janet Mui insists the AI boom is a strong secular trend, noting Nvidia and TSMC still trade at reasonable P/Es and dismissing talk of frothy valuations as overblown.
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