When is it popping? Is the AI bubble in the room with us now?
Tomorrow? Next year? In 5 years? Nobody can say. But we do know that AI is overvalued, so it WILL pop.
Next month perpetually
The AI bubble will pop when China gets access to EUV, so the earliest it could happen is 2030
Nvidia has ever so slightly underperformed the SP500 YTD (at the exact time this comment is being typed), so its basically the apocalypse already.