Talk Your Book: AI Is Not a Bubble

On today's Talk Your Book we speak with Dr. Ankur Crawford from Alger about what everyone is getting wrong about the AI trade, why this technology is different, letting the market tell you if you're wrong or right and how to manage a concentrated portfolio of stocks. The post Talk Your Book: AI Is Not a Bubble appeared first on A Wealth of Common Sense. ...

  RCBU   Jun 24, 2026   0   1  Add to Reading List
Talk Your Book: AI Is Not a Bubble
Today’s Talk Your Book is brought to you by Alger: To learn more about Alger click here: www.alger.com/cneq  On today’s show, we discuss: Why Dr. Ankur Crawford thinks the AI bubble talk is overblown How supply chain consolidation gives the AI build-out unusual staying power Why the earnings estimate matters more than the multiple in AI valuations The case for power and industrials as overlooked AI infra...

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