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nooreshtech's profile image
Nooresh Merani Verified account @nooreshtech
#TimepassThought #Quality Bubble Moats, High ROCE, ROIC, Margins, Low Competitive Intensity, etc. Underperformed with Multi-years of Zero to Negative Returns. Now #GrowthBubble Results YoY or QoQ, any PE is fine till the Numbers come. #IPO till grey mkt + Your comments.
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jeffkagan's profile image
Jeff KAGAN Industry Analyst, Strategic Advisor Verified account @jeffkagan
Kagan: Some say we’re in AI growth bubble (Analyst Angle) https://t.co/sH29UXJU2o via @rcrwirelessnews @jeffkagan #jeffkagan #ai #artificialintelligenceai #ArtificialInteligence #artificial_intelligence #bubble #growthbubble #aigrowthbubble #aiwinter @ibm @IBMwatsonx #speech #speaker #keynotespeaker #remarks #analyst #industryanalyst #wirelessanalyst #telecomanalyst #telecommunicationsanalyst #techanalyst #jeffkaganinterview #jeffkaganinterviews #media #pr #PublicRelations #publicrelationsservices #marketing #advertising #influencer #influencermarketing
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jeffkagan's profile image
Jeff KAGAN Industry Analyst, Strategic Advisor Verified account @jeffkagan
Jeff Kagan: The AI growth bubble likely won’t burst, but growth will be uneven https://t.co/oTLHUet1Nn @jeffkagan #jeffkagan #ai #artificialintelligence #artificial_intelligence #growth #growthbubble #growthwave #growthsegment @NABShow #CES2025 #mwc2025 #wireless #telecom #telecommunicatins #tech #technoloty #iot #quantum #investor #investment #stock
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