Do you believe we're in an AI bubble?

Of course: this kind of thing has happened over and over.

Reality will settle in, the giddiness will fade, the market will overreact, fortunes will be lost, people will lose their jobs, and attention will move along to something else. At least a handful of solid new businesses will survive, though, and even thrive. Twenty years from now, whatever it is that the new technology is actually good for will seem obvious in retrospect, and the present breathless excitement will seem comical.

There's no question about it. Not only is it a bubble, it's one of the larger ones.

Sure. But as .com and crypto it's still going to stay

nvidia has a PE ratio of 52 and are worth 4trillion off a gross profit of 100 billion. forward pe of 33, means projects are that it's going to crash in stock price.

Which i think is fair because they have been restricted from selling their product to places.

the alternative is an expectation that nvidia doubles their revenues? With less customers?? with multiple direct customers who just released competitive products?

Obviously nvidia is a speclative bubble.

But does that mean we have an AI bubble? 1 company does not define. If you look at google, microsoft, and meta they arent looking like a bubble at all.

Flipside, chatgpt, anthropic, mistral, X, etc are all not publicly traded. Mainly due to SEC making it idiotic to IPO.