That’s the thing about this bubble. Most of the companies involved aren’t public. The only public company is nvidia, but they’re just selling shovels to the gold prospectors. (Though, they’re giving money to the prospectors to buy the shovels, which is criminal at best.) Oracle is public too but they’re on the periphery.
Keep an eye on the trump family investments, when they dump a load of shares the bubble will burst tomorrow
That’s the thing about this bubble. Most of the companies involved aren’t public. The only public company is nvidia, but they’re just selling shovels to the gold prospectors. (Though, they’re giving money to the prospectors to buy the shovels, which is criminal at best.) Oracle is public too but they’re on the periphery.
Alphabet is public, and they have significant exposure
Microsoft owns a huge stake in OpenAI, and has invested heavily in AI
I’d argue all the tech companies are highly exposed