Video · Everlast AI ·

AI IPOs: THAT Everyone Overlooks! What You Need to Know

German financial experts Dr. Andreas Beck (a mathematician and proponent of scientific investing) and Dr. Gregor Broschinski (former board member of Privatbank Saal Oppenheim and deputy chairman of Sparkasse Düren) discuss the AI stock market and upcoming IPOs. Broschinski sees less of a bubble than a 'clump of risk,' arguing that AI companies in the 'Magnificent 7/8' have growing revenues and some are entering profit phases, unlike the dotcom bubble of 2000. Beck views the risk more on the debt side, noting AI has not yet reached the real economy. They discuss Nvidia's valuation (P/E around 16-18, possibly 14 with further profit growth), the deflation-vs-inflation debate (with states unwilling to allow deflation), and note that the SpaceX, Anthropic, and Nvidia IPOs would exceed all IPOs of the last 45 years combined.

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