AI is overvalued short-term on too optimistic investors and analysts' expectations and undervalued long-Term on AI's disruption potential, according to Wolfteam Ltd.'s projections and estimates.
The forecasts and projections of Wall Street equity research analysts for revenue and growth of the main AI companies, the so called Magnificent 7 Apple, Microsoft, NVIDIA, Alphabet, Amazon, Meta and Tesla are too optimistic both on past performance and future possible revenue and profitability, even with most outlandish forecasts, in Wolfteam Ltd.'s view.
Investors also are playing the inertia more than looking at the possible intrinsic values of the AI companies and the AI transformation potential. In short, investors have too optimistic estimates for AI.
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