Nvidia Soars Past $100B on AI Chip Demand, But Analyst Warns of Tech Bubble Risk
• Nvidia stock surged over $100B after blowout earnings, but analyst warns of an "AI bubble" that could lead to a tech crash
• Nvidia's data center revenue from AI chips jumped 27% last quarter to $18.4B, showing soaring demand
• Tech sector is trading at a 75% premium, unlikely to be sustained; any earnings misses could drag down overall market
• Network effects drove past decade's growth, but may not translate to AI; without them, earnings growth should normalize
• Regulation and consumer backlash may curb Big Tech's power; investors should diversify into healthcare, luxury goods