AI Bubble: Private Companies vs Public Stocks
Update: 2025-12-05
Description
David Kostin, Goldman Sachs top strategist, warns of a potential AI bubble in private companies, not the public stock market. Private AI firms are seeing high valuations due to significant investment and growth expectations, unlike public AI stocks like Nvidia, whose share price and earnings have grown in sync. Kostin attributes this to reflexivity and circular financing in the private market, contrasting it with the more stable public market. He advises keeping a close watch on private investment for signs of an unsustainable boom.
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