AI Stocks
topic on 2 shows · 4 statements across 2 episodes
4 statements about AI Stocks, every show
Sundheim: AI market correction will hit when training returns asymptote
“At some point, they're going to say like, well, we're asymptoting out, like the returns on this new investment are actually not working. That's when I think you'll see a pretty big correction.”
Sundheim: D1 Capital should have owned more AI stocks
“I think to our detriment.
We should have owned more AI stocks.”
Sundheim: Nvidia is not expensive and public AI stocks aren't in a bubble
“I would tell you, like, NVIDIA is, we can have a debate about what the earnings are going to be in a few years but it's not expensive.
Like, NVIDIA trades at twenty-something times multiple.
that's, you know, I think within reason, and I don't think there's…”