by Lance Roberts
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| AI stocks are finally facing reality after months of run-ups. Stocks like $PLTR and $META crushed earnings but aren’t being rewarded, as investors are finally questioning their sky-high valuations. In today’s video, I explain why the AI boom faces its first true test—and why managing risk now matters more than ever. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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10-9-25 The Bearish Case For AI Boom: Revenues, Power, & The Cost
2025-10-09
The AI capex boom is real but fragile. It isn’t built on profits, but on promises – circular funding between $NVDA, $ORCL, OpenAI, and others – alongside soaring power costs and looming energy constraints.
In this Short video, @michaellebowitz and I discuss why this self-feeding cycle could expose weak links and lead to costly surprises for investors.
Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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