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News
What Investors Need To Understand About Broadcom, Credo and Snowflake Earnings
4+ day, 12+ hour ago (356+ words) What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks…...
Ray Dalio Just Compared the AI Boom to 1929 and 2000 -- And He's Got the Numbers to Back It Up
3+ week, 5+ day ago (836+ words) Today's CAPE ratio of 42.6 already surpasses 1929's peak of 32.6 and nearly matches the dot-com high of 44.2 that erased 75% of Nasdaq value. Dalio warns that AI valuations mint paper billionaires on fractional real cash, and when confidence cracks, a $100 asset can…...