DiscoverFrom the Desk of Anthony PomplianoNOT A BUBBLE! NVIDIA Earnings, Buffett Buying Google Proves It
NOT A BUBBLE! NVIDIA Earnings, Buffett Buying Google Proves It

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

Update: 2025-11-20
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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 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.


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

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

Anthony Pompliano