Investor argues AI stocks are a "nubble," not a bubble—growth is real, pricing isn't
JOBhakdi · x · 2026-11-14
An investor coins "nubble" (anti-bubble): unlike a bubble where everyone believes, a nubble is irrational anti-exuberance—growth and earnings are visible but the market refuses to price them. He argues SpaceX, Tesla, Nvidia, Micron, SK Hynix, AMD, Amazon, Meta, or Microsoft could each reprice sharply higher on a pure sentiment shift, with fundamentals unchanged. Downside is slightly worse sentiment; upside is sentiment catching up to the numbers. He plugs a paid weekly brief tracking that gap.
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