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The New Coffee Room

  1. TNCR
  2. General Discussion
  3. Are we in an AI bubble?

Are we in an AI bubble?

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  • 89th8 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.

    jon-nycJ Offline
    jon-nycJ Offline
    jon-nyc
    wrote last edited by jon-nyc
    #8

    @89th said in Are we in an AI bubble?:
    … shift to low-risk investments around Sept or Oct 2027.

    And what might those be?

    That’s what makes this time, dare I say it, different. The old concept of ‘flight to quality’ (Treasuries) is no longer reliable.

    The whole reason we call them illegal aliens is because they’re subject to our laws.

    89th8 LuFins DadL 2 Replies Last reply
    • jon-nycJ Offline
      jon-nycJ Offline
      jon-nyc
      wrote last edited by
      #9

      The whole reason we call them illegal aliens is because they’re subject to our laws.

      1 Reply Last reply
      • HoraceH Offline
        HoraceH Offline
        Horace
        wrote last edited by
        #10

        Nvda up in after hours after another glowing earnings report. Rumors of the stock market’s death have been exaggerated. So far.

        Education is extremely important.

        1 Reply Last reply
        • jon-nycJ jon-nyc

          @89th said in Are we in an AI bubble?:
          … shift to low-risk investments around Sept or Oct 2027.

          And what might those be?

          That’s what makes this time, dare I say it, different. The old concept of ‘flight to quality’ (Treasuries) is no longer reliable.

          89th8 Offline
          89th8 Offline
          89th
          wrote last edited by
          #11

          @jon-nyc said in Are we in an AI bubble?:

          @89th said in Are we in an AI bubble?:
          … shift to low-risk investments around Sept or Oct 2027.

          And what might those be?

          That’s what makes this time, dare I say it, different. The old concept of ‘flight to quality’ (Treasuries) is no longer reliable.

          Yeah I don't really know. Maybe I'd shift my 401Ks from moderately/aggressive mode into low risk profile. I always say I'll do that but as we all know...you can't really time the market. My goal is to retire around the years 2035-2039 which will be a lot of fun when the country becomes insolvent and the great dollar worldwide crash hits. Guess I can always throw it into gold... the Egyptians and Larry were right about one thing, and I'm not talking about their reverence for pussy.

          1 Reply Last reply
          • jon-nycJ Offline
            jon-nycJ Offline
            jon-nyc
            wrote last edited by
            #12

            LOL

            The whole reason we call them illegal aliens is because they’re subject to our laws.

            1 Reply Last reply
            • jon-nycJ jon-nyc

              @89th said in Are we in an AI bubble?:
              … shift to low-risk investments around Sept or Oct 2027.

              And what might those be?

              That’s what makes this time, dare I say it, different. The old concept of ‘flight to quality’ (Treasuries) is no longer reliable.

              LuFins DadL Offline
              LuFins DadL Offline
              LuFins Dad
              wrote last edited by
              #13

              @jon-nyc said in Are we in an AI bubble?:

              @89th said in Are we in an AI bubble?:
              … shift to low-risk investments around Sept or Oct 2027.

              And what might those be?

              That’s what makes this time, dare I say it, different. The old concept of ‘flight to quality’ (Treasuries) is no longer reliable.

              $TRUMP ….

              The Brad

              Doctor PhibesD 1 Reply Last reply
              • 89th8 Offline
                89th8 Offline
                89th
                wrote last edited by
                #14

                Hahaha if that follows any other Trump-branded entity, it'll be bankrupt in 5 years.

                1 Reply Last reply
                • MikM Offline
                  MikM Offline
                  Mik
                  wrote last edited by
                  #15

                  I don't play in crypto or bitcoin. If I was going to it sure as hell wouldn't be his.

                  "You cannot subsidize irresponsibility and expect people to become more responsible." — Thomas Sowell

                  1 Reply Last reply
                  • bachophileB Offline
                    bachophileB Offline
                    bachophile
                    wrote last edited by
                    #16

                    Nividia earnings were up and S&P rebounding. See how long this lasts.

                    1 Reply Last reply
                    • LuFins DadL LuFins Dad

                      @jon-nyc said in Are we in an AI bubble?:

                      @89th said in Are we in an AI bubble?:
                      … shift to low-risk investments around Sept or Oct 2027.

                      And what might those be?

                      That’s what makes this time, dare I say it, different. The old concept of ‘flight to quality’ (Treasuries) is no longer reliable.

                      $TRUMP ….

                      Doctor PhibesD Offline
                      Doctor PhibesD Offline
                      Doctor Phibes
                      wrote last edited by
                      #17

                      @LuFins-Dad said in Are we in an AI bubble?:

                      $TRUMP ….

                      Would'nt that make you a $TRUMPET?

                      I was only joking

                      LuFins DadL 1 Reply Last reply
                      • Doctor PhibesD Doctor Phibes

                        @LuFins-Dad said in Are we in an AI bubble?:

                        $TRUMP ….

                        Would'nt that make you a $TRUMPET?

                        LuFins DadL Offline
                        LuFins DadL Offline
                        LuFins Dad
                        wrote last edited by
                        #18

                        @Doctor-Phibes said in Are we in an AI bubble?:

                        @LuFins-Dad said in Are we in an AI bubble?:

                        $TRUMP ….

                        Would'nt that make you a $TRUMPET?

                        Blow me and find out…

                        The Brad

                        MikM 1 Reply Last reply
                        • bachophileB Offline
                          bachophileB Offline
                          bachophile
                          wrote last edited by
                          #19

                          Lasted a couple of hours. At least that’s something.

                          1 Reply Last reply
                          • MikM Offline
                            MikM Offline
                            Mik
                            wrote last edited by
                            #20

                            Yeah. I looked and I was up a whole bunch. At the end of the day I was down by about the same amount, so everything tanked this afternoon.

                            "You cannot subsidize irresponsibility and expect people to become more responsible." — Thomas Sowell

                            1 Reply Last reply
                            • LuFins DadL LuFins Dad

                              @Doctor-Phibes said in Are we in an AI bubble?:

                              @LuFins-Dad said in Are we in an AI bubble?:

                              $TRUMP ….

                              Would'nt that make you a $TRUMPET?

                              Blow me and find out…

                              MikM Offline
                              MikM Offline
                              Mik
                              wrote last edited by
                              #21

                              @LuFins-Dad said in Are we in an AI bubble?:

                              @Doctor-Phibes said in Are we in an AI bubble?:

                              @LuFins-Dad said in Are we in an AI bubble?:

                              $TRUMP ….

                              Would'nt that make you a $TRUMPET?

                              Blow me and find out…

                              We used to use that line a lot for the long hair thing. "I can't tell if its a guy or a girl!".

                              "Why don't you SUCK MY DICK AND FIND OUT?"

                              "You cannot subsidize irresponsibility and expect people to become more responsible." — Thomas Sowell

                              1 Reply Last reply
                              • jon-nycJ Offline
                                jon-nycJ Offline
                                jon-nyc
                                wrote last edited by
                                #22

                                The whole reason we call them illegal aliens is because they’re subject to our laws.

                                1 Reply Last reply
                                • LuFins DadL Offline
                                  LuFins DadL Offline
                                  LuFins Dad
                                  wrote last edited by
                                  #23

                                  Who is Nvidia’s rival? Anybody?

                                  The Brad

                                  1 Reply Last reply
                                  • jon-nycJ Offline
                                    jon-nycJ Offline
                                    jon-nyc
                                    wrote last edited by jon-nyc
                                    #24

                                    AMD or Huawei in China but Nvidia has like 80-90% of the American market for AI compute which comprises 75% of the world’s total.

                                    The whole reason we call them illegal aliens is because they’re subject to our laws.

                                    N 1 Reply Last reply
                                    • 89th8 Offline
                                      89th8 Offline
                                      89th
                                      wrote last edited by
                                      #25

                                      This is all because they realized their (industry-leading) video graphic cards could be used for more than just video graphics, I think.

                                      1 Reply Last reply
                                      • jon-nycJ jon-nyc

                                        AMD or Huawei in China but Nvidia has like 80-90% of the American market for AI compute which comprises 75% of the world’s total.

                                        N Offline
                                        N Offline
                                        NobodySock
                                        wrote last edited by NobodySock
                                        #26

                                        @jon-nyc said in Are we in an AI bubble?:

                                        AMD or Huawei in China but Nvidia has like 80-90% of the American market for AI compute which comprises 75% of the world’s total.

                                        First the bubble bursts, then the missiles start exchanging. If your brains aren't already trying to prepare you for survival in the aftermath, I wish you the best. I'm already a crack shot as i've played first player shooters my whole adult life. Now I'm signing up for jujitsu classes. Gotta learn how to roll.
                                        But mostly it's gonna be all about who's got guns. That's the new currency for a spell, bullets. Worth more than gold per ounce.
                                        And we all worried that AI would be the ruinization of us. Terminator 2 unfolding, right? Well AI took us out but just in a bit different way.
                                        When it happens, we will all point the finger at Nvidia of course. And Jensen Huang will self headshot with a single bullet. The least he could do for raping and pillaging us poor gamer boys for years. He just got $1000 from me for my latest upgrade of my GPU. Nvidia purposely screwed around with their gamers base with their latest release of the RTX 5000 series video cards. The grandaddy , the 5090, which is by far the faster gun in town, saw it's price skyrocket due to scarcity and today they can be had but not for its MSRP of $2000. No, no. Try almost double that price. Check it out....

                                        https://www.amazon.com/ASUS-Graphics-3-8-Slot-Axial-tech-Phase-Change/dp/B0DS2WQZ2M/ref=sr_1_1_sspa?crid=2MUI35HRFNNWG&dib=eyJ2IjoiMSJ9.2ibhmwk9uT-yYDlHF7f8SAhAgzE3MSvmCgDg7f5hBAQXWzdwBkZHVv-34SIclFJgkD2ODOZWARMciBDn2wm12-F3a47FxttZ1DlKNTaoO64JXG-16qDnG-5y4BQc-K_UmBblQWmvL5TrD7GN-mhGSnGPGy3PCVmU3bqaHWsXCpTVgU8_1LtCBL7uaCDpjf_1xpM2CVsrGQzcUQKgAED11OoNoWFb9F8XJKHCdu1OACA.YbS16RFPfq8j8q7sK47qC0ywpbDZp8DmICk1aVEhgfI&dib_tag=se&keywords=rtx+5090&qid=1763799532&sprefix=rtx+509%2Caps%2C245&sr=8-1-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY&psc=1

                                        I bought the step down card , the rtx 5080 and it too was going for almost double its msrp of $1000 throughout the year. But it has come back down to earth a bit and today can be had at msrp mostly. Add a little Black Friday spice and I personally kept the lights on at Nvidia for another 10 seconds.

                                        You know what I think I'll miss the most in this aftermath. PC Gaming. No more danged electricity. Sucks.

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