The Current Thing: AI Bubble, $NVDA, and Options
Update: 2025-08-31
Description
In this episode, Robert tackles the question on everyone’s mind: are U.S. tech stocks in a bubble? He unpacks why constant “bubble talk” misses the bigger picture, what history gets wrong about comparisons to the Dot-Com era, and how the rise of AI, liquidity cycles, and profit margins are changing the game. From Nvidia’s explosive growth to Palantir’s surge, he explains why valuations aren’t the whole story and why any true AI bubble could dwarf 2000. Plus, a listener question on his strategy behind closing 11 straight options trades for profit opening up a discussion about risk, strategy, and how to build consistency in volatile markets.
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