1D
It'll be interesting for you if the AI bubble bursts...
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@Epi you think it will?
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@Epi In my opinion, the problem with AI isn’t the hyperscalers—Alphabet, Amazon, NVIDIA… they’ll continue to be very successful for a long time to come. The problem is that these days every crappy company is jumping on the AI bandwagon, and many of them are sure to disappear!
But personally, I’m not too worried about it—for the past 3–4 years, I’ve been hearing the same thing over and over: “It’s going to crash next year.” And even if it does, strong companies will come out on top sooner or later 💪
But personally, I’m not too worried about it—for the past 3–4 years, I’ve been hearing the same thing over and over: “It’s going to crash next year.” And even if it does, strong companies will come out on top sooner or later 💪
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•@Epi You sound like a know-it-all with all this stuff you keep saying. He's done everything right over the past year and doubled his money. Period. All this whining about the AI bubble has been going on for two years now, and it's getting annoying.
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1010
•@Pot_Of_Greed He knows just as little as everyone else. If we assume that Google and the like have a general idea of what they're doing, this will continue for a while longer. They aren't investing trillions just for fun. Whether there will be an abrupt crash or a gradual slowdown remains to be seen.
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Many of the hyperscalers are fairly valued—please don't forget that. Despite their AI capital expenditures, they're still posting outstanding and rising margins! Even if the AI bubble bursts, these companies will continue to be highly profitable.
Unfortunately, there are many doomsayers out there, and they're all getting too much attention!
Unfortunately, there are many doomsayers out there, and they're all getting too much attention!
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•@BVLGARI Selling the shares you currently hold would mean betting against Google’s management—because you think you know better, and Epi, Gerd Kommer, and Kryptowolf suspect an AI bubble. Have fun with that. Of course, there are plenty of other good options out there, and there are great stocks elsewhere as well (without having to exit the tech sector and, incidentally, lose out on the power of compound interest). And if you’re older, there’s nothing wrong with ETFs (I have a few myself, though tech makes up the bulk of my portfolio).
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20H
Fortunately, we have Johanna as our top-of-the-top expert, who shows us all how the world works. You don’t have to buy into every single idea Gerd Kommer, Epi, and the others put forward, but a little respect for other opinions wouldn’t hurt even among the absolute financial elite. After all, you don’t have to follow them, but you could at least accept them.
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•@Olli68 I don't lecture anyone, and when others do it all the time, it gets on my nerves. You don't have to act like some kind of expert either—at the end of the day, investing doesn't take much: just a little common sense, keeping your eyes open, and knowing how to do some basic percentage calculations.
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@BavarianLion Just something I read once: Nvidia is actually a supplier, if you think about it. Companies like Apple used to have many suppliers, and then suddenly a new one came along.
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@BVLGARI fairly? They take a lot of fictive plusses on their own AI positions that they pump up themselves by always joining the next funding round of those money losing companies. I don't like it. Having a PE between 22-28 doesn't mean they are healthy, you have to look further into their numbers than that and if half or more of the EPS comes from those fictive surpluses, their PE is in fact way overblown at 50-60...
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