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AI Trade is Different From 90’s Says Nancy Tengler

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses why she thinks the AI trade is different from the dot com bubble. She joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow…

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Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses why she thinks the AI trade is different from the dot com bubble. She joins Tim Stenovec on “Bloomberg Tech.”
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5 Comments

  1. @jpalventures

    November 26, 2025 at 3:20 pm

    Google is the slumbering dragon, and it finally woke up.

    • @RK-um9tu

      November 27, 2025 at 10:06 pm

      Google is no competition for Nvidia
      Nvidia is an AI ecosystem (chips, software, and networking infrastructure)
      And let not forget physical AI (autonomous driving/flying and robots)

  2. @matthew.stevick

    November 26, 2025 at 8:35 pm

    most annoying week since deep seek. gotyam ppl still have no clue what is happening … not seeing the forest from the trees. 💚🖤

  3. @RK-um9tu

    November 27, 2025 at 10:08 pm

    Finally an analyst understands all this bubble talk is NONSENSE…

  4. @BIG4Investor

    November 29, 2025 at 6:10 pm

    Same dumb questions over and over again. AI bubble garbage network to network.

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