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Wells Fargo's Ohsung Kwon: There is no AI bubble
Youtube· 2025-10-06 21:54
For more on the AI trade in the markets overall, let's bring in Osan Quan. He is the newish chief equity strategist at Wells Fargo and he is out with his first ever earnings preview note in that role and is kind enough to come on fast money. Are you sure this is where you want to congratulations on the new rule.So I guess the debate this bubble or not whatever is happening your models you run through all these thousands of models all the time your models show that earnings may actually be better than many t ...