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There is a lot of talk about the AI bubble. I think there are comparisons to the late 90's/early 00's here with early stars rising quickly but, ultimately, fall
by jmward01 7mo ago
There is a lot of talk about the AI bubble. I think there are comparisons to the late 90's/early 00's here with early stars rising quickly but, ultimately, falling. Since essentially everything touches the internet now it is clear that the 'internet bubble' was more of a shakeup of companies than a real over-hype of the internet. That, I think, is at play right now too with the 'AI bubble'. AI isn't going away but some of the early stars may not make it.
So, the real question here is: Is OpenAI Netscape, or are they Google?
- aurareturn 7mo agoI don’t care if OpenAI is Netscape or Google. What I want to know is are we in 1994 of the AI bubble or 1999? Because even after the dotcom bubble popped, it was still much better than it was in 1994.
- jmward01 7mo agoI think the cycle is way faster than it used to be so even if we are in 1994, the pop is probably pretty close.
- aurareturn 7mo agoGiven that Nvidia's forward earnings in 2026 is 19, which is lower than the average for S&P500, what do you think a "pop" will do to Nvidia stock? Wallstreet is already pricing Nvidia to have no growth above the average S&P500 company. More importantly, do you think that a "pop" means supply of compute is suddenly more than demand?
- eiskek 7mo agoWhat the heck are you talking about? Nvidia’s value of growth assets are already priced in. You’ve written so many posts with glaring flaws. Are you trying to come across as smart? Lmao
- aurareturn 7mo agoPriced in as how? What are the flaws?
- ex-aws-dude 7mo agoWhat is their moat? It seems like its just consumer name recognition at the moment