Zero Sum
The resurgence of AI stocks | David Morrison, Trade Nation
34:40
The AI trade has gone from a brutal semiconductor sell-off to record highs in just weeks. But with NVIDIA approaching earnings, Micron selling out its HBM capacity, and billions of dollars flowing between companies across the AI ecosystem, is the AI boom built on real earnings growth, or are investors looking at a circular AI economy?In this episode of Zero Sum, Harsh speaks with David Morrison,…