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The latest round of U.S. 13F filings has been rolling in one after another, shedding light on notable differences in how asset management behemoths are handling their positions in "AI leader" Nvidia. This has sparked a fierce tug-of-war between bullish and bearish sentiments regarding the future of artificial intelligence. At present, the discourse surrounding the AI bubble is escalating in intensity. On one hand, certain institutions contend that global stocks tied to the AI concept are overvalued, pointing to risks like circular financing as telltale signs of a burgeoning bubble. On the other hand, there are those who maintain that tech firms are enjoying robust profit growth, coupled with a strong appetite for capital expenditures, suggesting that the global AI sector has not yet reached the classic characteristics of a bubble.
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