At the moment I see it differently.
Compared to the dotcom bubble, these companies are generating profits. As long as there is no overcapacity!
Back in the dotcom bubble, there was no turnover and every nukelbude rose dramatically.
Today is a completely different time and not comparable.
Compared to the dotcom bubble, these companies are generating profits. As long as there is no overcapacity!
Back in the dotcom bubble, there was no turnover and every nukelbude rose dramatically.
Today is a completely different time and not comparable.
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1515
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@Percula yes, in my opinion we are not in a bubble for the time being, but we could move into one.
The companies like MSFT have a real profit, but not in the AI sector and that's the point, the companies invest a lot of cash in R&D to satisfy the investors. Nevertheless, the direct profit is not yet there, especially in B2C, and so the profit of other segments is invested in it. So it's not about the direct investments. It's about the investments at Nvdidia, which flow back again and again and 70% of which is retained through the margin. This cannot be sustainable if this continues for the next 1-3 years and it is currently coming to a head.
The companies like MSFT have a real profit, but not in the AI sector and that's the point, the companies invest a lot of cash in R&D to satisfy the investors. Nevertheless, the direct profit is not yet there, especially in B2C, and so the profit of other segments is invested in it. So it's not about the direct investments. It's about the investments at Nvdidia, which flow back again and again and 70% of which is retained through the margin. This cannot be sustainable if this continues for the next 1-3 years and it is currently coming to a head.
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44
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@Aktienfox I agree. Everything is still in the "green" area, but we are already heading for a bubble. Now it's time to "ride the wave" and have an exit plan
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11
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@Aktienfox What does "not in the AI industry" mean?
MSFT products have been enhanced & actively monetized by AI. How many additional profits - or, above all, losses - result from this is hardly comprehensible.
Or what are you referring to in your statement? 👍
MSFT products have been enhanced & actively monetized by AI. How many additional profits - or, above all, losses - result from this is hardly comprehensible.
Or what are you referring to in your statement? 👍
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11
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@Aktienfox it's not about making a lot of money with AI, look at how the labor market has moved since the release of ChatGPT, it's about tech and or old economy companies becoming more efficient. By the way, we are already in a bubble, a bubble is not a bad thing, but it is not clear at what stage because according to most experts this could easily go on for another 12 months.
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•If AI companies rise 100% and fall 30% to consolidate.
Were we then in a bubble?
Were we then in a bubble?
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3D
@Percula "Back in the dotcom bubble", the big blade manufacturers also made huge profits, e.g. Cisco, EMC, Intel. Just like today. The service providers only had growth without profits. Just like today.
The Internet will change the world, they said. Just like today.
AI will also change the world. But first we need a few years to consolidate the new technology, like in 2001-2003.
The Internet will change the world, they said. Just like today.
AI will also change the world. But first we need a few years to consolidate the new technology, like in 2001-2003.
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11
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@Percula AI is a trend and every company wants to show that they are on board because their competitors have already done it or are doing it. A simple example I saw recently. A market leader renamed their legacy software and added "AI". It hasn't changed anything, but looks modern. Same software, same clients 😀
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"Everything is different this time" 😂
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@Percula Overcapacity is abundant in AI - everyone is building their own LLMs hoping that their solutions are more intelligent, yet they all are "artificial." The scenario now rhymes with dotcom scenario. My humble opinion.
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