A Famous Research Report Says AI Spending Has Peaked. Should Nvidia Investors Worry?

In this video, I will cover Citrini Research’s “The End of the Trade (as we know it)” report on the AI trade, what it argues about AI capex, and what I’m doing with my AI stocks. Watch the short video to learn more, consider subscribing, and click the special offer link below.

Neil Rozenbaum has positions in Advanced Micro Devices, Nebius Group, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

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