- Mark Cuban warned the AI boom is worryingly dependent on Nvidia, saying one misstep could make the whole thing "crumble" — likening it to the dot‑com bubble.
- Michael Burry echoed the alarm, calling Nvidia "overreaching" and pointing to a jump in the cost of insurance against its debt as a sign of rising risk.
- Despite a recent pullback, Nvidia is still up dramatically since 2023, highlighting how central it has become to the AI economy and market chatter.
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