Ed Elson of the Professor Galloway Markets podcast joins to discuss Nvidia vs AMD in laptop, Intel’s future, and what will pop the AI Bubble!
00:00 Meeting Ed Elson, being honest and saying it how it is
8:28 Intel’s earnings, AI power/efficiency
24:22 Can America win AI just by spending more
31:09 The AI bubble
40:52 Dotcom bubble vs AI
46:17 Arguments against the AI bubble
51:09 How does the bubble pop
1:05:46 What will happen when it pops
1:18:42 Nvidia’s next pivot
Check out Prof G Markets: https://www.youtube.com/@TheProfGPod
https://futurism.com/artificial-intelligence/aws-outage-amazon-fired-workers-ai
https://www.intc.com/news-events/press-releases/detail/1753/intel-reports-third-quarter-2025-financial-results
https://x.com/mooreslawisdead/status/1981828635104264557
https://www.tipranks.com/news/amd-promises-mi450-will-be-the-best-solution-available-on-the-market-should-nvidia-be-scared
https://www.cnbc.com/2025/08/22/intel-goverment-equity-stake.html
https://www.youtube.com/watch?v=Oeepx2ZLrCA Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

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333. RTX 6090 & AI Bubble Timing, Nvidia N1X, Intel Q3 Earnings | Ed, Prof G Markets

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