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Dean Baker raises questions about when significant sales of Chinese AI models might prompt investors to recognize a major financial opportunity.
Baker also suggests that Wall Street may be slow to react to transformative changes in this sector.
Baker has previously highlighted large discrepancies between company valuations and financial results, noting that Tesla's market cap is nearly 60 times its cumulative net earnings. He has also warned investors about the risks associated with placing funds in a Trump account. The comments on Chinese AI sales follow Baker's recent focus on investor reactions to unconventional opportunities.