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Time to short the market. We are at peak bubble. "The stock market just did something eerily similar to the dot-com bubble top in 2000" - https://www.cnbc.com/

Time to short the market. We are at peak bubble. "The stock market just did something eerily similar to the dot-com bubble top in 2000" - https://www.cnbc.com/2026/06/01/the-stock-market-just-did-something-eerily-similar-to-the-dotcom-bubble-top-in-2000.html https://www.cnbc.com/2026/06/01/the-stock-market-just-did-so...

dgellow 5mo ago
Shorting when there is a mania is way, way too risky
rvz 5mo ago
This is actually the pin everyone was looking for that will pop this AI bubble, including the token cost falling in China and the release of open models that are good and run locally.
- bensyverson 5mo ago
  It could be, but the market could bounce right back. And if it does, it's hard to know who will emerge stronger. Anthropic could end up like Amazon, or it could end up like Yahoo.
- bjtitus 5mo ago
  Where are these open models that are as good as GPT and Claude and run locally?
baal80spam 5mo ago
> Time to short the market. We are at peak bubble. I've seen this comment on HN at least 5 times already.
- deleted 5mo ago
  [deleted]
- seattle_spring 5mo ago
  I've been seeing this sentiment since I got into professional software development nearly 20 years ago.
leonidasv 5mo ago
The market can remain irrational longer than you can remain solvent.
- chronic29521 5mo ago
  > The market can remain irrational longer than you can remain solvent. And you can consistently beat the market as long as passive index investors believe in efficient markets.
  - malfist 5mo ago
    Show me an index fund that persistently beats passive index funds. https://www.investopedia.com/warren-buffett-usd1-million-bet-8779290 https://www.investopedia.com/warren-buffett-usd1-million-bet...
boc 5mo ago
The amount of actual, hard cash revenue these companies are making is a different ballgame from the dot-com bubble.
- tucnak 5mo ago
  Cisco was making loads of hard cash revenue during dotcom.
- root-parent 4mo ago
  We are not at CNBC, and that is the argument you hear there every 15 min from creatures like Cramer but this is about return on capital not revenue.
chasd00 5mo ago
> Time to short the market. post your position for all to see if you're so confident. Time in market is way better than timing the market. I'd rather ride through a downturn, buying at the same pace i always do, and come out the other side than try to time it. Been there done that and i got burned every time.

dgellow 5mo ago

Shorting when there is a mania is way, way too risky

rvz 5mo ago

This is actually the pin everyone was looking for that will pop this AI bubble, including the token cost falling in China and the release of open models that are good and run locally.

bensyverson 5mo ago
It could be, but the market could bounce right back. And if it does, it's hard to know who will emerge stronger. Anthropic could end up like Amazon, or it could end up like Yahoo.
bjtitus 5mo ago
Where are these open models that are as good as GPT and Claude and run locally?

baal80spam 5mo ago

> Time to short the market. We are at peak bubble. I've seen this comment on HN at least 5 times already.

deleted 5mo ago
[deleted]
seattle_spring 5mo ago
I've been seeing this sentiment since I got into professional software development nearly 20 years ago.

leonidasv 5mo ago

The market can remain irrational longer than you can remain solvent.

chronic29521 5mo ago
> The market can remain irrational longer than you can remain solvent. And you can consistently beat the market as long as passive index investors believe in efficient markets.
- malfist 5mo ago
  Show me an index fund that persistently beats passive index funds. https://www.investopedia.com/warren-buffett-usd1-million-bet-8779290 https://www.investopedia.com/warren-buffett-usd1-million-bet...

boc 5mo ago

The amount of actual, hard cash revenue these companies are making is a different ballgame from the dot-com bubble.

tucnak 5mo ago
Cisco was making loads of hard cash revenue during dotcom.
root-parent 4mo ago
We are not at CNBC, and that is the argument you hear there every 15 min from creatures like Cramer but this is about return on capital not revenue.

chasd00 5mo ago

> Time to short the market. post your position for all to see if you're so confident. Time in market is way better than timing the market. I'd rather ride through a downturn, buying at the same pace i always do, and come out the other side than try to time it. Been there done that and i got burned every time.