Ankur Crawford

Ankur Crawford has discussed 11 US public companies across 1 Animal Spirits Podcast episode, per Ticker.id. Top: $NVDA, $HEI, $QXO, $NBIS, $GEV.

1. When software begins to write software, innovation becomes exponential. And we are at an exponential innovation curve.

   Ankur Crawford · Animal Spirits Podcast · Talk Your Book: AI Is Not a Bubble · 2026-06-22

2. We are in fact rate limited by the supply chain, which is a really important aspect of what is happening. So we're almost capping the growth. We can't get into bubble territory right now.

   Ankur Crawford · Animal Spirits Podcast · Talk Your Book: AI Is Not a Bubble · 2026-06-22

3. The first thing you need to get right when you think about valuation is the E. Only then can you come up with a PE.

   Ankur Crawford · Animal Spirits Podcast · Talk Your Book: AI Is Not a Bubble · 2026-06-22

• $NVDA Nvidia — 2 mentions
• $HEI Heico — 1 mention
• $QXO — 1 mention
• $NBIS Nebius Group — 1 mention
• $GEV GE Vernova — 1 mention
• $AMAT Applied Materials — 1 mention
• $LRCX Lam Research — 1 mention
• $ASML — 1 mention
• Masters in Business · Understanding Hyperscalers: Masters in Business with Ankur Crawford · 2026-08-14
• Animal Spirits Podcast · Talk Your Book: AI Is Not a Bubble · 2026-06-22