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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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  • 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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