Will 2027 Be the Year the AI Bubble Pops? | Plus 2 UK Small-Caps Worth Researching

Podcast: The SharePickers Podcast with Justin Waite · Justin Waite

Opublikowano: 2026-08-29

In this episode of Macro, Micro and Small Cap News, we dissect Nvidia's latest earnings and break down why the massive AI capex cycle could lead to sharp earnings revisions by 2027–2028. PLUS Turning to UK equities, we evaluate two growth-focused small caps: AdvancedAdvT (ADVT), led by Vin Murria OBE with a substantial cash pile and a 22.33% combined stake in M&C Saatchi; and Brave Bison (BBSN), detailing their ongoing bid for System1 (SYS1), strong organic momentum, and a 104% year-over-year revenue increase in recent interim results. Special Summer Offer: Get 40% off your annual Sharepickers Investment Club me...