Is the AI stock rally just getting started — or are valuations, debt, and data center risks signaling trouble ahead? I sat down with Michael Lee, Louis Navellier, and Sydney Armani for a discussion of where the AI boom in particular…and technology investing in general…are headed next.
In this MoneyShow MoneyMasters Podcast, we explore demand for AI computing power, financing risks for companies like CoreWeave Inc. (CRWV) and Oracle Corp. (ORCL), and growth opportunities at Nvidia Corp. (NVDA). The founder of Michael Lee Strategy, founder and chairman of Navellier & Associates, and Chairman and CEO of AI Fintech World Group also discuss the infrastructure and energy needed to power data centers – and how rising interest rates could affect the market.
Plus, they cover memory chip demand, prospects for stocks like Micron Technology Inc. (MU) and Western Digital Corp. (WDC), how emerging AI agents are changing the game, and which final investment ideas they’re watching — including names like Credo Technology Group Holding Ltd. (CRDO) and leaders in the energy sector.
Want even MORE AI and tech investing help? Then join Louis and Michael at our next LIVE event – the 2026 MoneyShow Masters Symposium Sarasota Nov. 30 – Dec. 2! Click HERE to register.
