The John Johnston Lounge

Druckenmiller: AI Over-Hyped Now, Under-Hyped Long Term | Nvidia Stock


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I react to part of the latest Stanley Druckenmiller interview, in which the legendary super investor discusses why and when he cut his Nvidia stock holding, and his current opinion on the future of Ai technology and its impact.


Timestamps:

00:23 Where Druckenmiller cut Nvidia stock

02:17 NVDA stock price action & price targets

04:36 AI Overhyped short term, underhyped long term

07:13 Druckenmiller rhyming with Buffett

08:50 Druckenmiller invests in Perplexity 


Related episodes:

Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory"

https://youtu.be/QP496jwcumk


Why is Warren Buffett STACKING HUGE CASH Right Now?

https://youtu.be/BJnMzNFTRMQ


Reference video:

CNBC: Stanley Druckenmiller: AI might be a little over-hyped now, but under-hyped long term

https://youtu.be/ByEOyyoMMtc


Recommended:

AeroPress - Be your Own Barista. A New Kind of Coffee Press For Daily Use (referral link): https://amzn.to/3WqsNBS


Join The Art of Value Patreon community for exclusive content I don’t share anywhere else: https://www.patreon.com/TheArtofValue



Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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