Nvidia Vs. Cisco — A Bubble by Any Other Metric: John Authers

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Today’s Points

• Tech share prices may not be in a bubble — but their earnings might well be

• Bubbles can form in fundamentals; just look at banks before the GFC

• Nvidia’s sales and profit margins are totally breathtaking

• Meta’s share price shows a Donald Trump rant can still move markets AND

• More great guitar solos (but Comfortably Numb is still out ahead)

AI Think This Might Be a Bubble…

The subject won’t go away. Indeed, the interest in it continues to inflate. So it’s necessary to dive yet again into the question of whether ...