Warren Buffett has given a couple of interviews to CNBC in recent months that have provided some fascinating color on the state of the markets. Tangentially, they touched on the biggest debate in the market right now: the sustainability of the artificial intelligence (AI) spending boom and its implications for stocks like Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Oracle (NYSE: ORCL). My take on it is that there's definitely reason for near-term caution, but investors should look to take advantage of any significant market-led weakness. Here's why. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
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