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Howard Lindzon critiques the pattern of circular revenue growth and financing in the AI sector, particularly involving Nvidia and its CEO Jensen Huang.
He suggests that the trend of companies investing in AI, boosting their own share prices through hype-driven press releases from Nvidia, and subsequently raising funds may be coming to an end.
Lindzon has previously suggested that Apple could acquire Netflix for up to $500 billion and revamp the streaming service to compete more directly with YouTube, as reported in a prior article. He has also highlighted continued bullish sentiment among the TSLA community after a margin miss ahead of an investor call, according to another report. These observations follow his recent comments on patterns of fundraising and valuation in the AI industry.