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.

[tico]

Probably one of the biggest bubbles in history .In fact developing AI in a capitalist economy is a contradiction in terms...just think it through

[weemac]

Claude: Column AT comes before column AL alphabetically
Me: before? rubbish!
Claude: BG is the last column in AL:BG, so BE comes before BG and... wait, no. Let me get the alphabet right:
(Gets it wrong again)
Me: do u even know the alphabet? talking nonsense
Claude: Wait, let me recheck the alphabet......

Long live the bubble!

[Big Bad Barney]

Claude: Column AT comes before column AL alphabetically
Me: before? rubbish!
Claude: BG is the last column in AL:BG, so BE comes before BG and... wait, no. Let me get the alphabet right:
(Gets it wrong again)
Me: do u even know the alphabet? talking nonsense
Claude: Wait, let me recheck the alphabet......

Long live the bubble!

lol...but you're still using it though! I've got angry and put several holes in my wall while using claude code, but I'm still at it

[Big Bad Barney]

Probably one of the biggest bubbles in history .In fact developing AI in a capitalist economy is a contradiction in terms...just think it through

So I pasted that into ChatGPT.... What's this dude mean?

That's what you mean by thinking right.....right?

[napshnap]

Probably one of the biggest bubbles in history .In fact developing AI in a capitalist economy is a contradiction in terms...just think it through

It's not hard to conclude, especially when politicians chirp about an "almighty AI" like a friggin parrots.

[Goobs]

Probably one of the biggest bubbles in history .In fact developing AI in a capitalist economy is a contradiction in terms...just think it through

Heard this line a million times over the years and its never been true

[firlandsfarm]

Claude: Column AT comes before column AL alphabetically
Me: before? rubbish!
Claude: BG is the last column in AL:BG, so BE comes before BG and... wait, no. Let me get the alphabet right:
(Gets it wrong again)
Me: do u even know the alphabet? talking nonsense
Claude: Wait, let me recheck the alphabet......

Long live the bubble!

Recently I'm finding when you point out to it that it's got something wrong it suddenly becomes "your ..." whereas before the error it was referring to "my" or "our"!

[Euler]

My investments in storage technology has done well in the year, but I can't see me holding these any longer and I'm a bit out of ideas for 2026.