AI bubble fears are rising as the market keeps selling off — but Phil Rosen isn’t buying it. He joins the show with a mountain of data showing why the “bubble” narrative doesn’t match reality. Berkshire Hathaway is buying Google. NVIDIA just delivered another blowout quarter. And the broader earnings picture is far stronger than people think. In this episode, we break down why the bubble talk continues to be overblown. Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.com Join 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media: Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/ #AnthonyPompliano #FromtheDesk #marketnews
