Description

LISTEN and SUBSCRIBE on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 

Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i 

WATCH and SUBSCRIBE on:

https://www.youtube.com/@WatchdogOnWallstreet/featured  

Nvidia’s cash flow is soaring, AI spending is exploding—and some Wall Street vets are getting déjà vu. In this episode:

• Why today’s AI frenzy looks eerily similar to the dot-com bubble’s vendor financing schemes
• How Nvidia’s $100B OpenAI deal is structured—and why it’s different (but not risk-free)
• The regulatory roadblocks that could trip up Big Tech’s AI dominance
• Why AI isn’t going anywhere—but the winners and losers aren’t clear yet

AI is here to stay. But the question is—are we building a revolution, or another bubble?