Nvidia's stock price has become a bubble, according to Rebellion Research. Shares could soon crash like 17th-century tulips or 1990s dot-com companies did, the think tank said. The semiconductor giant ...
In this follow-on to our AI Bubble note, we refine the forward-looking Return on Invested Capital (ROIC) framework introduced earlier. The scope is narrowed to the three core hyperscalers — Microsoft, ...
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