Episode notes
Everyone's calling the AI buildout a bubble. Steven Fiorillo went through the bear case number by number — and joins Stonkcast to make the other side. We get into the AI trade: is the demand real or is it two customers spending venture money? Steven brings the data, I ask the questions— including where the bears have a fair point. Then rates and the Fed with the 10-year near 4.8%, and some football to close out opening weekend. Steven Fiorillo is a top-25 TipRanks analyst and co-hosts Basis Point.
https://www.youtube.com/@stevenfiorillo1
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