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Given the price for a rack of bc-250 after the crypto hype cycle, the expected value of the hardware will be around 5% to 10% of the original retail price. Wit

Given the price for a rack of bc-250 after the crypto hype cycle, the expected value of the hardware will be around 5% to 10% of the original retail price. Without other market influences, that is a >90% expected discount when the over-provisioned market must inevitably self-correct. If the Market follows what Samsung/SK Hynix did to the South Korean exchange this week, than the "AI" bubble will hit harder than the dot com crash. I like the Shrek Movie correlation theory, as they always happen just before Debt-backed investors get hit hard... And the new film is due out in 2027. =3

owebmaster 3mo ago
> If the Market follows what Samsung/SK Hynix did to the South Korean exchange this week, than the "AI" bubble will hit harder than the dot com crash Can you tell us more about this? Or some link
- Joel_Mckay 3mo ago
  Don't worry about it... I am more focused on the bizarre Shrek film timing phenomena, and pondering whether the pattern will hold again. =3 Patrick Boyle gives a summary of the situation, but not the underlying Shrek issue: https://www.youtube.com/watch?v=nJtL9MBVj48 https://www.youtube.com/watch?v=nJtL9MBVj48
- HAL3000 3mo ago
  Samsung and SK Hynix together account for around 60% of the Kospi's (SK stock exchange) market capitalization. Over the past few weeks Kospi index has tumbled 25% since its June peak, resulting in a $1 trillion wipeout and its chipmaker duo have both lost at least 30% of their value. There have been days of near 10% plunges followed by sharp rebounds driven entirely by shifting confidence in whether AI spending is sustainable.
totetsu 3mo ago
I am hearing this point come up a lot. That in previous bubbles, there at least was useful infrastructure left in the aftermath. In the case of an AI bubble there is a lot of shortlived chips, and high maintenance infrastructure being invested into.

owebmaster 3mo ago

> If the Market follows what Samsung/SK Hynix did to the South Korean exchange this week, than the "AI" bubble will hit harder than the dot com crash Can you tell us more about this? Or some link

Joel_Mckay 3mo ago
Don't worry about it... I am more focused on the bizarre Shrek film timing phenomena, and pondering whether the pattern will hold again. =3 Patrick Boyle gives a summary of the situation, but not the underlying Shrek issue: https://www.youtube.com/watch?v=nJtL9MBVj48 https://www.youtube.com/watch?v=nJtL9MBVj48
HAL3000 3mo ago
Samsung and SK Hynix together account for around 60% of the Kospi's (SK stock exchange) market capitalization. Over the past few weeks Kospi index has tumbled 25% since its June peak, resulting in a $1 trillion wipeout and its chipmaker duo have both lost at least 30% of their value. There have been days of near 10% plunges followed by sharp rebounds driven entirely by shifting confidence in whether AI spending is sustainable.

totetsu 3mo ago

I am hearing this point come up a lot. That in previous bubbles, there at least was useful infrastructure left in the aftermath. In the case of an AI bubble there is a lot of shortlived chips, and high maintenance infrastructure being invested into.