Episode 15: Are AI stocks in a bubble ? With Joe Zhao

The gains in stocks like NVDA have been eye-watering, prompting many to ask if A-I is a bubble that is getting ready to burst. Maggie Lake put that question to Joe Zhao, Managing Partner at the tech-focused investment firm Millenia Capital whose portfolio includes Anthropic, Cohere, Groq, Lambda Labs, Open AI and Stability AI among others. His emphatic answer - No. Joe believes we are in inning 2 of the AI revolution and talks about where he sees future growth and the wave of IPOs coming our way. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #AI #tech #IPO #economy #marketanalysis #talkshow #ratecuts #investing #assetallocation #jobs #podcast #SpaceX #StabilityAI #stockmarket #talkshow