Aswath Damodaran

speaker

1,201 appearances 7 recordings 3 series first heard May 2025 last heard 7 Aug

Aswath Damodaran’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.

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And I don't see a way we get there.

You know, I don't see how you increase revenues by that much, which is AI products and services or cut costs by that much.

You're right, something has to give.

I'm just not sure w when that moment of recognition will be when you start to adjust numbers down.

And it's not all of the mag seven, right?

I mean it's

Face it, it's meta, Microsoft.

Those are big players, perhaps Alpha, but Amazon is still much less of its values coming from AI.

Apple, I think, you know, much less.

So I think it's going to be a kind of a disjointed effect even across the Mac 7.

But I do think that there will be an adjustment.

I'm just not sure when.

And that's why I can't be on Michael Burry's bandwagon saying let's sell short, because they

your time horizons is set by somebody else.

And that's not a place I want to be.

So I I agree it's overvalued, but I'm not comfortable enough to make the judgment that it's overpriced enough to go out and make a bet.

on the price correcting in the next six months or the next twelve months.

yeah.

I think NVIDIA.

I mean, five trillion.

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