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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?

Scheduled Pinned Locked Moved General Discussion
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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/

    “In the 25 years that I served in the United States Congress, Republicans never, ever, one time agreed on what a health care proposal should look like. Not once.”

    • Former Speaker of the House John Boehner
    1 Reply Last reply
    • AxtremusA Offline
      AxtremusA Offline
      Axtremus
      wrote last edited by
      #2

      Yes.

      1 Reply Last reply
      • MikM Away
        MikM Away
        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.

                  “In the 25 years that I served in the United States Congress, Republicans never, ever, one time agreed on what a health care proposal should look like. Not once.”

                  • Former Speaker of the House John Boehner
                  89th8 LuFins DadL 2 Replies Last reply
                  • jon-nycJ Online
                    jon-nycJ Online
                    jon-nyc
                    wrote last edited by
                    #9

                    “In the 25 years that I served in the United States Congress, Republicans never, ever, one time agreed on what a health care proposal should look like. Not once.”

                    • Former Speaker of the House John Boehner
                    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 Online
                          jon-nycJ Online
                          jon-nyc
                          wrote last edited by
                          #12

                          LOL

                          “In the 25 years that I served in the United States Congress, Republicans never, ever, one time agreed on what a health care proposal should look like. Not once.”

                          • Former Speaker of the House John Boehner
                          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 Away
                                MikM Away
                                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 Away
                                          MikM Away
                                          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
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