Former “Big Short” trader Danny Moses believes an AI bubble is forming and shares his playbook for navigating the AI sector. While acknowledging the AI trade as a real growth story, Moses sees similarities between this market and the dot-com era, suggesting caution is needed. He advises investors to stick with dominant tech names like Amazon, Google, Meta, and Microsoft, which have the resources to scale. Moses also warns against riskier plays like Oracle, Super Micro Computer, and CoreWeave. He emphasizes the importance of distinguishing winners from losers in the AI trade and expresses bullishness on uranium as a key component for AI growth.

Read more at Yahoo Finance: ‘Big Short’ trader Danny Moses warns investors the AI bubble is real, and shares his playbook for staying ahead in the market