/ AI bubble
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ASML After the Run: Buy the Monopoly or Wait for the Shock?
ASML’s EUV monopoly makes it the ultimate beneficiary of AI-driven compute scarcity, but investors still have to face entry-price discipline.
January 29, 2026
Why the Oracle Stock Plunge Doesn’t Signal an AI Bubble Pop, Yet
Despite a significant revenue miss and a 10% stock decline, Oracle’s fundamentals are stronger than ever when taking into account Larry Ellison’s reach.
December 12, 2025
Why Alphabet’s Gemini 3 Challenges AI Bubble Fears
Alphabet’s vertical integration could make it the only tech titan insulated from the sector’s potential malinvestment.
November 26, 2025
The AI Arms Dealer: Nvidia’s Path to $5 Trillion and Beyond
Many AI companies may fail, constituting a bubble burst, but Nvidia remains the central beneficiary of coordinated worldwide AI commitments.
October 30, 2025
Palantir at a Crossroads: PLTR Growth Narrative vs. Bubble Risk
Palantir’s $372.6 billion valuation rests on a price-to-earnings ratio over 15 times higher than Amazon’s.
September 03, 2025More from The Tokenist / AI bubble
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