at first the image didn't load, and the top comment was just a blank space, and it made me think of the "Actually, no one can see a bubble. That's what makes it a bubble" quote and I was about to laugh my butt off.
Not what the article said. «Cash forever» was the worst in the article (duh). Worse than buying highs. No shit, higher highs eventually come, but inflation eats cash forever.
They should’ve done: Sitting on some cash, some bonds, some defensive stock and a year into a crash start value investing again.
This is buying the S&P so not that same as buying a specific sector. But I agree, it’s more nuanced. Picking sectors/equities/safe harbor investments is better during bubbles and downturns - but you would need to know it’s a bubble.
If you don’t know, and you invest in safe Harbor investments while the market continues to rip higher than even if a bubble hits down the road, you will have missed out on significant gains, and your Safeharbor investment may still not outperform investing in the so-called bubble stocks.
This is probably it,they havent thought about it at all and are just relying on the governament to bail them out if it goes wrong,the reality is anyone who works with AI knows that its not the 1-2 years away from replacing people in mass like these CEOs seem to preach,its more like 10 years away and it would take several breaktroughs that just arent there yet.
AI replacement will be like fusion power... Perpetually 10 years away.
As people integrate AI for productivity gains, it will either make companies more productive or let them lower headcount, which short term will cause problems but I think of it more like engineers and AutoCAD. It got rid of drafting, a bunch of overlap issues, and made GD&T accessible... But it didn't get rid of engineers for the most part, it made us able to make more complex assemblies.
it will either make companies more productive or let them lower headcount
Lowering headcount is worse than it seems too. They are mostly cutting entry level jobs, because that's what AI can do and helps out the most with in productivity.
Except you need those entry level jobs to train new talent as your workforce ages and retires... People need to get their feet wet so they can learn to swim.
The thing is, all that matters is that the numbers go up, and at a faster rate than prior. Any thoughts of sustainability or feasibility get drowned by shear momentum and keeping the shareholder happy
Everyone said it was a bubble at $250, then $500, then $600, $700, $1000, $1200, $1250, $1400, $1500, $1600, we are currently down from ATH of $2000 (pre split price) to $1850 (again pre split just to show)
People who care others will get badly hurt when it pops? If you're making money, enjoy your gains, but don't push others to buy like it is some crypto rug-pull. If the company is as good as investors think, the price will go up regardless of the narrative. The only reason for someone to want prices high is if they want to sell.
Whether you participate or not, people are making money. I’m not saying it’s morally right but I do have a responsibility towards myself and my loved ones to create as big of a safety net as I can. I’m not throwing them and myself to the wolves when shit inevitably hits the fan. I work full time and trade as much as I can between 8am and 10pm. I mostly only skip for devotionals. Objectivity speaking it’s not an ideal routine on the long run but if my dad ever picks up the phone and says his mortgage/car/whatever the fuck else needs to be paid, you best believe it’s going to be paid.
Everyone who thinks AI is going to replace humans at any service level is a moron. We don’t have enough technicians to implement this at a massive scale. And if we did, I would investigate if we have the infrastructure to support the insane level of replacement parts/tools, lubricant consumption, and energy (guess what?) - so unless we erect some new massive scale power systems this shit isn’t getting off the ground. AI for the rich. It’s a bubble.
I think some automation of entry level desk jobs has already started, but there's a chance the silicon valley predictions are still off by a lot, in any case, those of us who missed the Nvidia train need to find a way to cope, send 0.01 BTC to the address you're about to receive or else you're getting downvoted, this is a robbery.
The one argument I’ve heard to address some of the power concerns is nuke plants. They’d provide the necessary baseline power to support data centers and excess capacity could be sold to other industries. It’s probably the only way to actually meet their projected power needs.
The problem is that the current admin is infatuated with petroleum. They’d never support anything “green” and, considering how many regulations NPPs have, that’s effectively a veto. So even if we had the technicians (we don’t) and the consumables (we don’t), the only good answer to the question of power is politically non-viable.
Stonetoss is prominent, vocal, and public about his beliefs, and a political cartoonist. Knowing his political leaning is very relevant, and if you consume his media without understanding his positions you are just asking to be led down the garden path.
It’s not a bubble simply because financial media has never correctly called a bubble before it bursts. There were no FUD pieces come out every day sounding bubble alarms before dot-com bubble burst or GFC. Even Burry wasn’t vocal about subprime until after the fact. He was shorting it silently.
We should give today’s business executives some credit. They aren’t all geniuses but most of them aren’t idiots either, and they all studied dot-com bubble and GFC extensively in business schools. If every company is debt financing AI built out, the most likely conclusion is that they did the math and think it’s going to be profitable.
Keeping in mind their definition of “not a bubble” is replacing all of humanity with AI. So be careful what you wish you for…Oh, how the turns have tabled.
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What is the difference?
Corporate wants you to…
Well… I don’t work for a corpo so I ain’t gotta do shi.
Get a load of Johnny Silverhand over here
Hey now I plan on getting prosthetic hands in the future due to my arthritis at 25 or do you wanna catch these hands?
at first the image didn't load, and the top comment was just a blank space, and it made me think of the "Actually, no one can see a bubble. That's what makes it a bubble" quote and I was about to laugh my butt off.
Longinus
!remindme three months from now to do bubble science thank you google
I will be messaging you in 3 months on 2026-03-13 23:13:00 UTC to remind you of this link
14 OTHERS CLICKED THIS LINK to send a PM to also be reminded and to reduce spam.
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Ur mom's a bubble
https://preview.redd.it/dfgudzk0027g1.jpeg?width=1080&format=pjpg&auto=webp&s=f089e6091fb59ac55520ff159851dec0c96b9f34
GOT THEY ASS
does anyone actually think it's not a bubble?
I mean as long as numbers go up and you find a bag holder it really doesn't matter.
I believe it's a bubble until it becomes too big to burst. Then it's a systemic issue.
Even in a bubble, being deployed and continuing to buy equities is better than sitting on cash.
So either time the downturn well with puts, or BTFD losers.
"holding on for 10 years" Jesus Christ just buy when the finance bro suicides start, you don't have to sit on cash for a decade
Not what the article said. «Cash forever» was the worst in the article (duh). Worse than buying highs. No shit, higher highs eventually come, but inflation eats cash forever.
They should’ve done: Sitting on some cash, some bonds, some defensive stock and a year into a crash start value investing again.
vs buying into bubbles.
This is buying the S&P so not that same as buying a specific sector. But I agree, it’s more nuanced. Picking sectors/equities/safe harbor investments is better during bubbles and downturns - but you would need to know it’s a bubble.
If you don’t know, and you invest in safe Harbor investments while the market continues to rip higher than even if a bubble hits down the road, you will have missed out on significant gains, and your Safeharbor investment may still not outperform investing in the so-called bubble stocks.
If you believe AI will meet the expectations the CEOs are setting, it is undervalued.
If you work with it and see that it’s not taking over jobs as quickly as the CEOs think, you’ll know it’s a bubble.
The CEOs are too busy sniffing each other's farts, they actually believe they can replace people with AI.
This is me right here. I'm in this camp. Current iteration is helpful at best, but by no means is it able to replace a human at this point.
Besides, if and when that does happen, and no one is making money, who's going to buy all their shit?
This is probably it,they havent thought about it at all and are just relying on the governament to bail them out if it goes wrong,the reality is anyone who works with AI knows that its not the 1-2 years away from replacing people in mass like these CEOs seem to preach,its more like 10 years away and it would take several breaktroughs that just arent there yet.
AI replacement will be like fusion power... Perpetually 10 years away.
As people integrate AI for productivity gains, it will either make companies more productive or let them lower headcount, which short term will cause problems but I think of it more like engineers and AutoCAD. It got rid of drafting, a bunch of overlap issues, and made GD&T accessible... But it didn't get rid of engineers for the most part, it made us able to make more complex assemblies.
Lowering headcount is worse than it seems too. They are mostly cutting entry level jobs, because that's what AI can do and helps out the most with in productivity.
Except you need those entry level jobs to train new talent as your workforce ages and retires... People need to get their feet wet so they can learn to swim.
And that’s where we will see deflation… shit is going to get really weird.
The thing is, all that matters is that the numbers go up, and at a faster rate than prior. Any thoughts of sustainability or feasibility get drowned by shear momentum and keeping the shareholder happy
It barely takes over anything, it has some use cases but the ROI is utter shit compared to the costs.
Curing cancer has infinite ROI
If you believe that, you're retarded
The CEOs are saying it will be god within 1-2 years. (and a trillion more datacenters)
Meanwhile the technology is still not capable of putting fries in a bag.
Short term, yes. Long term, no.
The whole economy is a bubble, but I am here for the ride anyway.
American tax payer getting more bags to hold. Guaranteed
I mean Trump has already said he'll bail them out if shit goes wrong
Just like that internet bubble
Everyone said it was a bubble at $250, then $500, then $600, $700, $1000, $1200, $1250, $1400, $1500, $1600, we are currently down from ATH of $2000 (pre split price) to $1850 (again pre split just to show)
[deleted]
People who care others will get badly hurt when it pops? If you're making money, enjoy your gains, but don't push others to buy like it is some crypto rug-pull. If the company is as good as investors think, the price will go up regardless of the narrative. The only reason for someone to want prices high is if they want to sell.
Why would you care about others when you can just spend money to fill your void
Those partaking in short selling activities.
They are drowning right now....
This is whats wrong with the world. Who cares? Im getting paid.
I’m sure many people had your same stance in 2000 before being humbled.
Whether you participate or not, people are making money. I’m not saying it’s morally right but I do have a responsibility towards myself and my loved ones to create as big of a safety net as I can. I’m not throwing them and myself to the wolves when shit inevitably hits the fan. I work full time and trade as much as I can between 8am and 10pm. I mostly only skip for devotionals. Objectivity speaking it’s not an ideal routine on the long run but if my dad ever picks up the phone and says his mortgage/car/whatever the fuck else needs to be paid, you best believe it’s going to be paid.
Id rather die poor.
You don’t have to do that — I hope you find something that is more enjoyable and ethical you can succeed at. All the best!
You will care if you are the one holding the bag
Most people are those that will hold the bag
https://preview.redd.it/v57740eh627g1.png?width=490&format=png&auto=webp&s=6dba3c23c2fad8a442ab1fde961feccfff95f9f8
[removed]
Hello? Based department? Here you have someone who escaped
Everyone who thinks AI is going to replace humans at any service level is a moron. We don’t have enough technicians to implement this at a massive scale. And if we did, I would investigate if we have the infrastructure to support the insane level of replacement parts/tools, lubricant consumption, and energy (guess what?) - so unless we erect some new massive scale power systems this shit isn’t getting off the ground. AI for the rich. It’s a bubble.
I think some automation of entry level desk jobs has already started, but there's a chance the silicon valley predictions are still off by a lot, in any case, those of us who missed the Nvidia train need to find a way to cope, send 0.01 BTC to the address you're about to receive or else you're getting downvoted, this is a robbery.
The one argument I’ve heard to address some of the power concerns is nuke plants. They’d provide the necessary baseline power to support data centers and excess capacity could be sold to other industries. It’s probably the only way to actually meet their projected power needs.
The problem is that the current admin is infatuated with petroleum. They’d never support anything “green” and, considering how many regulations NPPs have, that’s effectively a veto. So even if we had the technicians (we don’t) and the consumables (we don’t), the only good answer to the question of power is politically non-viable.
[removed]
[deleted]
Stonetoss is prominent, vocal, and public about his beliefs, and a political cartoonist. Knowing his political leaning is very relevant, and if you consume his media without understanding his positions you are just asking to be led down the garden path.
[deleted]
It literally says his name on the side of the comic. Can you not read? how can you look at the picture and not understand the artist name immediately
And your inability to engage with modern media is not my problem lol. Keep up old man
You’re being downvoted because you’re right!
Its the unfortunate side effect of being the last good sub on this website
I imagine the regarded dotcom investors thought something similar to this meme before they got hired at Wendy's.
All in on $WEN lmaoo
That one amogus meme
He was actually right on the first one
you're worried about the wrong bubbles, refill my drink or i'm calling over the manager
shitload of bubbles in our drinks take profits sir
I put all $500 into nvidia. If it doesnt rise, I'm going to intervene.
ALL 500?!
I have no money
Did the ceo make this
https://preview.redd.it/vy9i7uqy627g1.jpeg?width=1179&format=pjpg&auto=webp&s=a4a656b1b703ebf2de859999469410ac64bb46fe
The Big Short and the ptsd from the dotcom bubble is making this not a good time. Calls til they shut up
https://preview.redd.it/8ljlohfz727g1.jpeg?width=1170&format=pjpg&auto=webp&s=055d8964e194853676d8ec3adcc18226d252ed50
It’s not a bubble simply because financial media has never correctly called a bubble before it bursts. There were no FUD pieces come out every day sounding bubble alarms before dot-com bubble burst or GFC. Even Burry wasn’t vocal about subprime until after the fact. He was shorting it silently.
We should give today’s business executives some credit. They aren’t all geniuses but most of them aren’t idiots either, and they all studied dot-com bubble and GFC extensively in business schools. If every company is debt financing AI built out, the most likely conclusion is that they did the math and think it’s going to be profitable.
It’s a bubble inside a bubble pretending to be another bubble
lol, regards dont know how to do math or read balance sheets
Remind me in 3 months
I mean we're going towards 0% interest rates next year idk how it doesnt keep going up if money is cheaper to get.
We'll fly to 150 and back up
Lmao, what did the original comic say?
amogus
Amogus
NVDA will be the new Cisco
Keeping in mind their definition of “not a bubble” is replacing all of humanity with AI. So be careful what you wish you for…Oh, how the turns have tabled.