Q: hi,
can I get Peter's thoughts on the "circular" financing of AI deals going on please. can he compare this to the same phenomenon that was going on in the Dotcom bubble. Does Peter think this is starting to look like the companies propping up the AI theme overall? when an average investor looks into what these companies are involved in, one does not get much confidence in their "leaders" honesty and morality, which could lead an average investor to believe things are being manipulated.
cheers, Chris

Q: Recently, the tech market has been booming. During this period, I bought several volatile, high-flying stocks to capture the thrill of the momentum. Each position is relatively small—only about 0.5% to 1% of my portfolio. Despite that, they’re performing exceptionally well. I purchased them less than a few weeks ago, and I’m already seeing a total gain of around 20%.

My question is: are these stocks worth holding for the long term? I’d love to hear your thoughts. Also, could you rank the potential and strength of these six companies: CoreWeave, Galaxy, Circle, Bitmine, Monday.com, and AST SpaceMobile? Thank you.

Q: Hi Peter,

I have a question about Nvidia’s proposed $100 billion investment in OpenAI. From my understanding, the funds will be used to purchase Nvidia’s own GPUs. How should investors interpret this circular funding in terms of valuation integrity and long-term sustainability? Does it raise red flags about inflated revenue or distorted market signals? Considering the deep entanglement between Nvidia, OpenAI, and Microsoft, at what point does this trio resemble a functional monopoly in the AI ecosystem? If it walks and quacks like a duck, it is a duck! Is it time for regulators or competitors like Google and AMD to step in and balance the power? I doubt the government knows or will to do anything. I would love to hear your perspective.

Best,
Matt