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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 Online
    jon-nycJ Online
    jon-nyc
    wrote last edited by
    #1

    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/

    If you don't take it, it can only good happen.

    1 Reply Last reply
    • AxtremusA Offline
      AxtremusA Offline
      Axtremus
      wrote last edited by
      #2

      Yes.

      1 Reply Last reply
      • MikM Offline
        MikM Offline
        Mik
        wrote last edited by
        #3

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

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

        1 Reply Last reply
        • 89th8 Offline
          89th8 Offline
          89th
          wrote last edited by 89th
          #4

          image.png

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

          1 Reply Last reply
          • HoraceH Offline
            HoraceH Offline
            Horace
            wrote last edited by
            #5

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

            Education is extremely important.

            1 Reply Last reply
            • 89th8 Offline
              89th8 Offline
              89th
              wrote last edited by
              #6

              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.

              HoraceH jon-nycJ 2 Replies Last reply
              • 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.

                HoraceH Offline
                HoraceH Offline
                Horace
                wrote last edited by
                #7

                @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.

                Education is extremely important.

                1 Reply Last reply
                • 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 Online
                  jon-nycJ Online
                  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.

                  If you don't take it, it can only good happen.

                  1 Reply Last reply
                  • jon-nycJ Online
                    jon-nycJ Online
                    jon-nyc
                    wrote last edited by
                    #9

                    If you don't take it, it can only good happen.

                    1 Reply Last reply
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