Navigating the $2 Trillion Nvidia Boom and AI Bubble: A Bullish Investor's Guide

As Nvidia reaches a $2 trillion market cap, billionaire Marc Rowan's Apollo Global Management warns that AI stock valuations have surpassed the dotcom era excesses, with the top 10 S&P 500 companies being more overvalued than during the tech bubble. The firm's economist, Torsten Sløk, predicts a fragile U.S. economic equilibrium and potential Federal Reserve rate adjustments. Despite Nvidia's record market cap gain, concerns arise over meeting soaring expectations, national security implications, and competition pressuring margins. ARK Invest's Cathie Wood has reduced exposure to AI semiconductor stocks, citing high expectation levels.