The AI panic, tech concentration, and Nvidia windfalls

Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the viral "doomer" warnings rippling through the AI industry, and why slowing down development might actually prevent a massive tech bubble. Video Transcript 0:05 spk_0 And I'm Kenny Pulcurry and this is Yahoo Finance Trader Talk. And today, I'm joined by John Belton of Gelli Funds. He's a portfolio manager there, and James Taylor from Wells Fargo Advisors. He is the founder of the Taylor Group and has a very, very interesting story. So we're gonna make sure we talk about that because it's all very relevant to where we are right now in the kind of scheme of things in terms of AI and technology and, and, uh, open AI and anthropic and what the,Community is telling us.