AI hardware is not a bubble. We're not even close to getting capable AI hardware out to every man woman and child at scale.
NVIDA was $90 earlier this year. Overthink at your own peril.
Ask HN: With AI bubble burst imminent, where do you put your money?
11–20 of 36 posts
Re: Ask HN: With AI bubble burst imminent, where do you put your money?
#12Crypto
Re: Ask HN: With AI bubble burst imminent, where do you put your money?
#13My backup plan --- don't backup at all. Instead, short the stocks of overvalued AI players and ride them on the way down to something closer to reality.
Which ones? I think this is probably safer than pulling out of index funds, as you can afford to hold these shorts long-term. I wasn't aware of any obvious AI frauds that IPOed, but didn't really research it.
How about all of them at once?
Just short the NASDAQ 100.
See "SQQQ.
Re: Ask HN: With AI bubble burst imminent, where do you put your money?
#14As long as NVDA's forward projections are bullish there is not going to be a pop.
Re: Ask HN: With AI bubble burst imminent, where do you put your money?
#15Even if AI pops, I do not think it is going away; the question is only how long it takes to recover. Additionally, robots are on the horizon. I am still very bullish on tech and honestly think it is foolish to be bearish on tech.
Re: Ask HN: With AI bubble burst imminent, where do you put your money?
#16Earlier quoted context omitted.
Which ones? I think this is probably safer than pulling out of index funds, as you can afford to hold these shorts long-term. I wasn't aware of any obvious AI frauds that IPOed, but didn't really research it.
How about all of them at once? Just short the NASDAQ 100. See "SQQQ.
Mmm... That's extremely risky, even more so than pulling out. I was thinking more short a few select frauds.
Re: Ask HN: With AI bubble burst imminent, where do you put your money?
#17Earlier quoted context omitted.
How about all of them at once? Just short the NASDAQ 100. See "SQQQ.
Mmm... That's extremely risky, even more so than pulling out. I was thinking more short a few select frauds.
The real, extreme frauds aren't traded on the major public exchanges. They are mostly into venture capital and private investment.
But any AI meltdown will hurt the major public companies too. NVDA being probably the largest with the most to lose.
See "NVDQ".
Re: Ask HN: With AI bubble burst imminent, where do you put your money?
#18Hold on to tangible assets as they appreciate: Land/real estate Gold/silver Art/Collector items/vehicles Savings bonds and the like are also very safe places to put some money.
“As they appreciate” AKA “as the dollar depreciates bc the dollar machine keeps going brrrr”
No. The things I have listed have increased in value during the last 25 years. They appreciate independently of the value of the US dollar (even the bonds).
Re: Ask HN: With AI bubble burst imminent, where do you put your money?
#19Even if AI pops, I do not think it is going away; the question is only how long it takes to recover. Additionally, robots are on the horizon. I am still very bullish on tech and honestly think it is foolish to be bearish on tech.
Completely agree. It's definitely a bubble, but it's like the Dotcom or housing bubble. Just because it bursts doesn't mean it's going away, just means it was overmarketed and PR'd. Companies spent billions on foundational models and the hype was necessary for their B2B sales, although they haven't met that yet probably so the hype will continue for some time and Money will be spent for some time too for sure.
Although I do think it will take much longer for adoption of AI robots. Main device will be phones and better phones and things attached or pairable with phones for the next decade atleast. IoT will also get a revamp for sure
Re: Ask HN: With AI bubble burst imminent, where do you put your money?
#20Gold.