---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000228846.md"
description: "DeepTech Ep5: We Overinvesting in AI or Just Getting Started?This episode unpacks Oracle’s market move, Nvidia’s future growth, and Apple’s AI strategy while debating whether AI is still in its early innings.Full episode:Source: Gene Munster"
datetime: "2025-09-12T10:44:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000228846.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000228846.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000228846.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# DeepTech Ep5: We Overinvesting in AI or Just Getti…


### Related Stocks

- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**