Chip stocks slide in US and Asia as AI jitters rattle investors
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Re: Chip stocks slide in US and Asia as AI jitters rattle investors
#2So is this good news for the companies that have taken a hit as AI stocks have climbed, and semiconductor shortages have rattled investors?
Re: Chip stocks slide in US and Asia as AI jitters rattle investors
#3And now they will complain that they need loans guarentees due to a lack of equity to finance new investments. I await the announcement of fresh price rises.
Every stick of DDR5 should come with a share, so future dividends go back to the people who financed this insanity.
Re: Chip stocks slide in US and Asia as AI jitters rattle investors
#4I'm cautiously optimistic that this is the beginning of a much needed correction toward sobriety with regards to AI investment. The macro effects of all the money going into AI are apocalyptic. Maybe we can take some deep breaths and move forward a little smarter if the hype fest slows down a tad. And if we're lucky, eventually be able to afford RAM again.
Re: Chip stocks slide in US and Asia as AI jitters rattle investors
#5I'm cautiously optimistic that this is the beginning of a much needed correction toward sobriety with regards to AI investment. The macro effects of all the money going into AI are apocalyptic. Maybe we can take some deep breaths and move forward a little smarter if the hype fest slows down a tad. And if we're lucky, eventually be able to afford RAM again.
I hope you’re right. It does seem like we’re finally coming down off the peak of the hype cycle. I use Claude Code daily, but man I am just tired of hearing about AI. I’m tired of holding off on backing up my home server because disks are so expensive. I’m tired of HN being 50% articles about AI.
Re: Chip stocks slide in US and Asia as AI jitters rattle investors
#6I'm cautiously optimistic that this is the beginning of a much needed correction toward sobriety with regards to AI investment. The macro effects of all the money going into AI are apocalyptic. Maybe we can take some deep breaths and move forward a little smarter if the hype fest slows down a tad. And if we're lucky, eventually be able to afford RAM again.
> The macro effects of all the money going into AI are apocalyptic
The doomer discourse around AI is about as overhyped as the investors are. It's two parties getting pumped up by social media who will be disappointed it's just some new higher economic tier rather than a quick boom or bust.
It always takes twice as long for new markets to fully mature. Industries need to actually adapt technology before they see serious productivity gains (including coding). For now lots of businesses are haphazardly slapping AI on everything and early failures due to immaturity are being used to project long term negative outcomes. While chip and energy development will take even longer as unlike software it's full of the usual baggage of developing things IRL (long term high capital costs, local politics, regulatory compliance, supply chains, etc).
Re: Chip stocks slide in US and Asia as AI jitters rattle investors
#7I'm cautiously optimistic that this is the beginning of a much needed correction toward sobriety with regards to AI investment. The macro effects of all the money going into AI are apocalyptic. Maybe we can take some deep breaths and move forward a little smarter if the hype fest slows down a tad. And if we're lucky, eventually be able to afford RAM again.
I hope you’re right. It does seem like we’re finally coming down off the peak of the hype cycle. I use Claude Code daily, but man I am just tired of hearing about AI. I’m tired of holding off on backing up my home server because disks are so expensive. I’m tired of HN being 50% articles about AI.
> holding off on backing up my home server because disks are so expensive
I think there are so many people in this same situation, not just with disks (and RAM), but all of the components because of bottlenecks of upgrading one without others, that there's going to be this on-going surge in demand starting from corporate and then trickling through decreasingly sized businesses and then finally the consumer market and this could keep prices higher for longer than most people are expecting.
I recently bought some second hand ex-terminal servers to run homelab stuff. I'd have preferred to get one big-ish thing to run it all, but it was more cost effective to get a handful of smaller, lower-spec devices since that's not what people are trying to get their hands on at the moment.
Re: Chip stocks slide in US and Asia as AI jitters rattle investors
#8I'm cautiously optimistic that this is the beginning of a much needed correction toward sobriety with regards to AI investment. The macro effects of all the money going into AI are apocalyptic. Maybe we can take some deep breaths and move forward a little smarter if the hype fest slows down a tad. And if we're lucky, eventually be able to afford RAM again.
I hope you’re right. It does seem like we’re finally coming down off the peak of the hype cycle. I use Claude Code daily, but man I am just tired of hearing about AI. I’m tired of holding off on backing up my home server because disks are so expensive. I’m tired of HN being 50% articles about AI.
Or written by AI. Or commented on by AI.
Re: Chip stocks slide in US and Asia as AI jitters rattle investors
#9I'm cautiously optimistic that this is the beginning of a much needed correction toward sobriety with regards to AI investment. The macro effects of all the money going into AI are apocalyptic. Maybe we can take some deep breaths and move forward a little smarter if the hype fest slows down a tad. And if we're lucky, eventually be able to afford RAM again.
> The macro effects of all the money going into AI are apocalyptic The doomer discourse around AI is about as overhyped as the investors are. It's two parties getting pumped up by social media who will be disappointed it's just some new higher economic tier rather than a quick boom or bust. It always takes twice as long for new markets to fully mature. Industries need to actually adapt technology before they see seri…
The doomers aren't the one investing billions, so I think they're a slightly lower cause for concern than the ones significantly reshaping the economy.
Re: Chip stocks slide in US and Asia as AI jitters rattle investors
#10Snap back to reality, ope, there goes gravity