Is the AI Trade a Bubble? Steven Fiorillo Makes the Case

Everyone's calling the AI buildout a bubble. Steven Fiorillo went through the bear case number by number — and joins Stonkcast to make the other side. We get into the AI trade: is the demand real or is it two customers spending venture money? Steven brings the data, I ask the questions— including where the bears have a fair point. Then rates and the Fed with the 10-year near 4.8%, and some football to close out opening weekend. Steven Fiorillo is a top-25 TipRanks analyst and co-hosts Basis Point. https://x.com/stevenfiorillo https://www.youtube.com/@stevenfiorillo1 📅 New episodes every Sunday 7PM ET & Wednesday 9PM ET — market prep, momentum plays, and trade ideas. 📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b 🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcast Some links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you. ⚠️ Disclaimer: This content is for educational purposes only and is not financial advice.