NOT A BUBBLE! NVIDIA Earnings, Buffett Buying Google Proves It episode artwork

EPISODE · Nov 20, 2025 · 16 MIN

NOT A BUBBLE! NVIDIA Earnings, Buffett Buying Google Proves It

from From the Desk of Anthony Pompliano · host Anthony Pompliano

AI bubble fears are rising as the market keeps selling off — but Phil Rosen isn’t buying it. He joins the show with a mountain of data showing why the “bubble” narrative doesn’t match reality. Berkshire Hathaway is buying Google. NVIDIA just delivered another blowout quarter. And the broader earnings picture is far stronger than people think. In this episode, we break down why the bubble talk continues to be overblown.Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

AI bubble fears are rising as the market keeps selling off — but Phil Rosen isn’t buying it. He joins the show with a mountain of data showing why the “bubble” narrative doesn’t match reality. Berkshire Hathaway is buying Google. NVIDIA just delivered another blowout quarter. And the broader earnings picture is far stronger than people think. In this episode, we break down why the bubble talk continues to be overblown.Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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NOT A BUBBLE! NVIDIA Earnings, Buffett Buying Google Proves It

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This episode was published on November 20, 2025.

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AI bubble fears are rising as the market keeps selling off — but Phil Rosen isn’t buying it. He joins the show with a mountain of data showing why the “bubble” narrative doesn’t match reality. Berkshire Hathaway is buying Google. NVIDIA just...

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