Is AI in a bubble?

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By Curzio ResearchMay 8, 2026

Everyone’s calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.

Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

Ep. 1349

The biggest threat to artificial intelligence

Here's what would derail the AI train. Plus, why markets are hitting new highs… AI vs. the dot-com bubble… Palantir (PLTR) just proved our AI power thesis… And why Bitcoin (BTC) could hit new highs this year.

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Ep. 1347

Big Tech earnings: The winners and losers

The best and worst of the Mag 7 earnings. Plus, 2 stocks to profit from the AI power crisis… Starbucks' (SBUX) turnaround… Eli Lilly (LLY) is going back to a $1 trillion market cap… And Powell's final press conference.

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Ep. 1345

If you own Tesla shares, you need to listen to this

Important advice for Tesla (TSLA) shareholders. Plus, Kevin Warsh's hearing… 3 AI winners with way more upside… A lesson from Avis (CAR) on shorting stocks… Boeing (BA) is going to $300… And a rare opportunity to buy a monopoly.

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Ep. 1342

Will we get 3 rate cuts in 2026?

Forget rate hikes—the Fed could cut 3 times this year. Plus, what drove the market to its all-time high? … Taiwan Semi's (TSM) earnings… Broadcom (AVGO) & Meta's (META) partnership… An earnings trade on a beaten-down SaaS stock... And more.

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Ep. 1340

Amazon will surge 100% within 18 months

Amazon’s (AMZN) market cap is poised to double. Plus, can Bitcoin (BTC) help reopen the Strait of Hormuz? … An energy stock set to soar… Meta’s (META) new AI model… And 3 big winners from CoreWeave’s (CRWV) latest AI deal.

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If you own Tesla shares, you need to listen to this

Important advice for Tesla (TSLA) shareholders. Plus, Kevin Warsh's hearing… 3 AI winners with way more upside… A lesson from Avis (CAR) on shorting stocks… Boeing (BA) is going to $300… And a rare opportunity to buy a monopoly.

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Will we get 3 rate cuts in 2026?

Forget rate hikes—the Fed could cut 3 times this year. Plus, what drove the market to its all-time high? … Taiwan Semi's (TSM) earnings… Broadcom (AVGO) & Meta's (META) partnership… An earnings trade on a beaten-down SaaS stock... And more.

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Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

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