Big tech needs to justify AI spending as investors dump stocks
1–10 of 16 posts
Re: Big tech needs to justify AI spending as investors dump stocks
#2Re: Big tech needs to justify AI spending as investors dump stocks
#3Is this it, is it finally happening? Is RAM going to become cheaper soon?
I hope the crash, when it comes, won't wipe out peoples pension funds... but I've been charging up my schadenfreude towards the breathless AI hypeboys for a LONG time
Re: Big tech needs to justify AI spending as investors dump stocks
#4Big example in the article is Alphabet, so I looked up their stock and it’s up 86% in last 12 months. Incredibly short term article.
Re: Big tech needs to justify AI spending as investors dump stocks
#5Big example in the article is Alphabet, so I looked up their stock and it’s up 86% in last 12 months. Incredibly short term article.
But isn't that the nature of bubbles? They go up for a long time, and then they come down very fast.
So the day after the bubble bursts you'd see exactly this: a very recent very sharp drop, preceded by 12 months of solid gains.
Re: Big tech needs to justify AI spending as investors dump stocks
#6Is this it, is it finally happening? Is RAM going to become cheaper soon? I hope the crash, when it comes, won't wipe out peoples pension funds... but I've been charging up my schadenfreude towards the breathless AI hypeboys for a LONG time
Here's to all those crypto bros who traded out of their crypto positions at a loss to trade into the AI bubble.
Re: Big tech needs to justify AI spending as investors dump stocks
#7Big example in the article is Alphabet, so I looked up their stock and it’s up 86% in last 12 months. Incredibly short term article.
But isn't that the nature of bubbles? They go up for a long time, and then they come down very fast. So the day after the bubble bursts you'd see exactly this: a very recent very sharp drop, preceded by 12 months of solid gains.
also, sometimes when they pop you’re till up 50% after everthing is said and done, even if you’re down 90% from the peak.
Re: Big tech needs to justify AI spending as investors dump stocks
#8Big example in the article is Alphabet, so I looked up their stock and it’s up 86% in last 12 months. Incredibly short term article.
Alphabet's business is in information retrieval, they're probably the only company out of all of them where the defensive AI play is justified
Re: Big tech needs to justify AI spending as investors dump stocks
#9Earlier quoted context omitted.
But isn't that the nature of bubbles? They go up for a long time, and then they come down very fast. So the day after the bubble bursts you'd see exactly this: a very recent very sharp drop, preceded by 12 months of solid gains.
also, sometimes when they pop you’re till up 50% after everthing is said and done, even if you’re down 90% from the peak.
the market is like a ponzi scheme, it depends on when you got in
Re: Big tech needs to justify AI spending as investors dump stocks
#10Big example in the article is Alphabet, so I looked up their stock and it’s up 86% in last 12 months. Incredibly short term article.
Alphabet's business is in information retrieval, they're probably the only company out of all of them where the defensive AI play is justified
It’s in ads