Are we in an AI bubble or not? We asked top AI stock picker Gil Luria for his take. Luria doesn't think we're in a bubble, but he's preparing for both scenarios. He walked us through 3 stocks that win if we're in a bubble and 3 stocks that win if we're not. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:26 The AI debate debate feels like a tennis match.
1:12 A recap of Gil Luria's past picks on Ticker Take!
2:01 Jon's take on the AI bubble debate.
2:36 Why Gil does not think we're in a bubble.
5:37 How to analyze stocks if there's a bubble (or not).
7:14 Stock 1 if we're not in a bubble - Micron (MU)
10:00 Stock 2 if we're not in a bubble - Oracle (ORCL)
11:16 Stock 3 if we're not in a bubble - Palantir (PLTR)
13:07 Stock 4 if we're in a bubble - Apple (AAPL)
14:36 Stock 5 if we're in a bubble - Meta (META)
15:53 Stock 6 we're in a bubble - Palantir (PLTR) 

Thanks to Gil Luria for joining us! Follow him on X: @gilluria

Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more!

● Investing newsletter: https://jonerlichman.substack.com/ 

● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down

Give us a 5 star podcast rating!

● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387

● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

● TikTok - https://www.tiktok.com/@jonerlichman?lang=en 

● Instagram - https://www.instagram.com/jonerlichman/?hl=en 

● X - https://x.com/JonErlichman

● Website - https://www.tickertakeonline.com/

Exec Producer/Co-Host: Caroline Lesley  - https://www.instagram.com/caroline.lesley/

About me:

I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune.  I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!

#stocks #investing #ai



Learn more about your ad choices. Visit megaphone.fm/adchoices

Are we in an AI bubble or not? We asked top AI stock picker Gil Luria for his take. Luria doesn't think we're in a bubble, but he's preparing for both scenarios. He walked us through 3 stocks that win if we're in a bubble and 3 stocks that win if we're not. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:26 The AI debate debate feels like a tennis match.
1:12 A recap of Gil Luria's past picks on Ticker Take!
2:01 Jon's take on the AI bubble debate.
2:36 Why Gil does not think we're in a bubble.
5:37 How to analyze stocks if there's a bubble (or not).
7:14 Stock 1 if we're not in a bubble - Micron (MU)
10:00 Stock 2 if we're not in a bubble - Oracle (ORCL)
11:16 Stock 3 if we're not in a bubble - Palantir (PLTR)
13:07 Stock 4 if we're in a bubble - Apple (AAPL)
14:36 Stock 5 if we're in a bubble - Meta (META)
15:53 Stock 6 we're in a bubble - Palantir (PLTR) 

Thanks to Gil Luria for joining us! Follow him on X: @gilluria

Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more!

● Investing newsletter: https://jonerlichman.substack.com/ 

● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down

Give us a 5 star podcast rating!

● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387

● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

● TikTok - https://www.tiktok.com/@jonerlichman?lang=en 

● Instagram - https://www.instagram.com/jonerlichman/?hl=en 

● X - https://x.com/JonErlichman

● Website - https://www.tickertakeonline.com/

Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/

About me:

I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!

#stocks #investing #ai Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take,&nbsp;Ticker Take&nbsp;makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.