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AI stocks

3 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Oct 22, 2025 by Dan Sundheim · across every show →

Everything said about AI stocks, oldest first

Oct 22, 2025 bullish
Opinion
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…”
Dan Sundheim Oct 22, 2025 ▶ 1:18:38 Dan Sundheim of D1 Capital on the art of public market investing
Oct 22, 2025 bearish
Prediction Not checkable as stated
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.”
Dan Sundheim Oct 22, 2025 ▶ 1:17:13 Dan Sundheim of D1 Capital on the art of public market investing
Oct 22, 2025 bullish
What-if
Sundheim: D1 Capital should have owned more AI stocks
“I think to our detriment. We should have owned more AI stocks.”
Dan Sundheim Oct 22, 2025 ▶ 1:18:15 Dan Sundheim of D1 Capital on the art of public market investing
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