Are we in an AI bubble?

[jon-nyc]

Seems like we’ll need this thread. Here’s today’s news.

https://www.reuters.com/business/media-telecom/peter-thiels-fund-offloaded-nvidia-stake-third-quarter-filing-shows-2025-11-17/

[Axtremus]

Yes.

[Mik]

Sure looks like one. I think it will be followed by a slower but very long climb.

[89th]

Reddit comments - https://www.reddit.com/r/dataisbeautiful/comments/1p0pqei/oc_sp_500_comparing_dotcom_and_ai_bubbles_with/

[Horace]

I'm probably not going to stop investing in American tech.

[89th]

Some relevant comments from reddit include the guy starts the chart at 1950 because the data in 1930s/40s was too volatile or something.

Also, if indeed we see an AI bubble burst, then the trend line will also decrease with it, making the current AI level "look more like a bubble", but if you look at the dot com bubble, had it not burst, it would've fit the rising trendline naturally.

Anyway...my guess is Trump will do whatever he can to inflate the economy and it would probably be wise to shift to low-risk investments around Sept or Oct 2027.

[Horace]

@89th said in Are we in an AI bubble?:

Anyway...my guess is Trump will do whatever he can to inflate the economy and it would probably be wise to shift to low-risk investments around Sept or Oct 2027.

You think your dollar is premium under Trump. His opponent won't care.