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Jurrien Timmer claims valuation decline amid AI bubble warnings

TIKR ·

NVDA NVIDIA Corp
$229.28 -0.52%
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  1. 1Ray Dalio called AI a typical bubble.
  2. 2Jurrien Timmer said semiconductor profits increased by 178% compared to one year ago.
  3. 3Liz Ann Sonders mentioned that the Q3 S&P 500 earnings growth estimate is 30.6%.

So what's the key point?

Warnings are being issued that artificial intelligence technology is a bubble. Although semiconductor profits rose by 178%, the standard for measuring how expensive stock prices are relative to profits has decreased.

Source TIKR · View original ↗

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