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Top analyst on concerns about Nvidia fueling an AI bubble: 'We've seen this movie before. It was called Enron, Tyco' | Fortune
https://fortune.com/2025/10/07/ai-bubble-cisco-moment-dotcom-crash-nvidia-jensen-huang-top-analyst/
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"The guy at the epicenter [is] basically starting to do what all ultimate bad actors do in the final inning," Morgan Stanley's Lisa Shalett tells Fortune.
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