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Fund Manager: Wall Street Is Using the Wrong ‘E’ to Judge AI Valuations
Key takeaways
- Crawford argues sell-side linear models can t capture an exponential capex cycle, leaving Street EPS estimates systematically too low across the entire AI supply chain.
- Don t wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks.
- On a recent episode of the Animal Spirits podcast titled Talk Your Book: AI Is Not a Bubble, Alger portfolio manager Dr.
Fund Manager: Wall Street Is Using the Wrong ‘E’ to Judge AI Valuations Ian Cooper Thu, June 25, 2026 at 12:45 AM GMT+7 4 min read NVDA CEG GEV ETN VRT Quick Read GEV turbine pricing doubled to $2,500/MW with a record $150B backlog while NVDA operating income surged 147%, yet consensus models still underestimate both.
Crawford argues sell-side linear models can t capture an exponential capex cycle, leaving Street EPS estimates systematically too low across the entire AI supply chain.
Don t wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
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