AI bubble

[BFDon]

==> not a great time for longer term investment returns, if buying now..

You'd think but a decade some analysis had 10-15 year expected real global equity returns between 3-5.5% in 2013 and we're actually at 7.6%. That's with an unexpected global pandemic. Many people went to cash in the wake of covid, figuring disruption was going to hit the market yet we've been on an absolute tear upwards since. Granted we've also had rampant inflation. Asset prices don't seem rational but recent times have reiterated to me time in the market > timing the market. Buy a low cost global fund and forget about it

[ruthlessimon]

Underpredict = Shrug
Overpredict = Sued

[ForFolksSake]

Rightmove shares plummet as bosses bet big on AI in major shake-up

Rightmove shares plummeted 20.1 per cent to 524p in early trading, dragging them to a 15.4 per cent year-to-date loss.

[Euler]

Rightmove shares plummet as bosses bet big on AI in major shake-up

Rightmove shares plummeted 20.1 per cent to 524p in early trading, dragging them to a 15.4 per cent year-to-date loss.

I quite like Rightmove, but the housing market looks to be in trouble with all the planned tax changes. But I'm going to add it to the watchlist.

[Euler]

Nvidia reported third-quarter revenue of $57 billion, smashing expectations, driven by $51.2 billion from data centers up 66% year-over-year. GAAP earnings per share reached $1.30, beating estimates, with shares rising nearly 3% after hours to add over $200 billion in market value.

To an extent I think this is why it's slightly different this time. The AI boom has actual revenues, but valuations are still optimistic.

[ForFolksSake]

Rightmove shares plummet as bosses bet big on AI in major shake-up

Rightmove shares plummeted 20.1 per cent to 524p in early trading, dragging them to a 15.4 per cent year-to-date loss.

I quite like Rightmove, but the housing market looks to be in trouble with all the planned tax changes. But I'm going to add it to the watchlist.

Stamp Duty will be abolished next week .... paid for by a Annual Wealth Tax

Rightmove + housing market will be turbo-charged

[jamesedwards]

The markets generally feel very jittery right now.