Archive · 23 Dec 2025
Danny Moses Warns of AI Bubble Risks
Danny Moses, a famous trader, is warning that the AI stock market might be in a bubble, similar to the dot-com crash.
He says that while AI is growing, not all companies will do well.
He advises investors to be careful and choose big, strong companies like Amazon and Google.
Some smaller companies, like Oracle, might be riskier.
The market is still going up, but Moses thinks investors should be cautious.
Danny Moses warns of a potential AI bubble, comparing it to the dot-com crash.
He advises investors to focus on large, established tech firms with strong balance sheets.
Companies like Amazon, Google, Meta, and Microsoft are better positioned to handle AI costs.
Riskier AI-related stocks include Oracle, Super Micro Computer, and CoreWeave.
Investors are becoming more selective, distinguishing between strong and weak AI plays.
- Who
- Danny Moses, a trader known for his role in the 2008 financial crisis
- What
- Warnings about a potential AI bubble and the need for selective investing in AI stocks
- When
- December 19, 2023 (market performance mentioned)
- Where
- Wall Street, United States
- Why
- Concerns about the sustainability of AI stock valuations and the potential for a market correction
- Trader
- Danny Moses
- Comparison
- Dot-com crash of the early 2000s
- Key Companies
- Amazon, Google, Meta, Microsoft
- Riskier Stocks
- Oracle, Super Micro Computer, CoreWeave
- Market Performance
- Nasdaq +1.3%, S&P 500 +0.9%, Dow Jones +0.4% on December 19
