Chip-Chase Charlie

The Real Story

According to reporting by CNN on November 22, 2025, investors are increasingly anxious that the $3-4 trillion bets on artificial intelligence infrastructure may be creating a bubble. The focus is on NVIDIA, whose third-quarter earnings of $57 billion-marking a 62 % year-over-year jump-beat expectations, and whose quarterly revenue guidance of $65 billion signals no slowing down. At the same time, large institutional investors have been selling portions of the company's stock, and surveys show that 45 % of fund managers now regard an AI bubble as the biggest tail risk in the market. Though NVIDIA executives argue that the AI build-out is only entering its beginning phase, the steep valuations and aggressive inter-tech circular-deals among partners have raised alarms about sustainability and financial engineering.