Daily Voice: AI stocks in a late-cycle momentum trade, not headed for a structural collapse; Rishabh Nahar...

This is not 2000. The difference between the dot-com bubble and today is that Nvidia actually sells things. Microsoft makes money. The top of the AI pyramid has real earnings, said Rishabh Nahar.

Jun 11, 2026 - 06:00
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Daily Voice: AI stocks in a late-cycle momentum trade, not headed for a structural collapse; Rishabh Nahar...
This is not 2000. The difference between the dot-com bubble and today is that Nvidia actually sells things. Microsoft makes money. The top of the AI pyramid has real earnings, said Rishabh Nahar.

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