>Pro Tip: You Can’t
Divide by total money supply
>>62281826It's definitely a bubble, but there aren't very many alternative places to put money.>savings / money market?Destroyed by inflation>Real Estate?Maybe long term, but bound for a clusterfuck soon.>Art?Scams and capriciousness >Crypto?lolBonds?LOL>Education / degree?Getting more worthless by the day.>Commodities / Forex?You'll just be eaten alive by trading bots.
>>62281853I still don’t understand why everyone shits on bonds? Shorter term bonds will more or less ensure your money doesn’t lose value since the rates are about the same as inflation right now, so if you think any other asset might lose value, bonds are what to buy. Unless you think the Fed is going to default which is extremely unlikely in the short term
It can go so much higher. The amount of money that was printed is monolithic
>>62281853bonds are literally perfect. If i was rich i would just put all my money in bonds and never have to worry about this gay fake retarded economy and live my life in complete peace.
>>622818261. everyone thinks its a bubble which means it cannot be a bubble2. revenue and earnings of tech companies now are some of the largest in the economy. during the internet bubble, companies didnt have earnings and some didnt even have revenue.
>>62281853I do stocks and PMs. That is in commodities.
Yeah, Nvidia is Enron now
>>62281853All alts are all time low though. I agree with you on crypto like BTC and ETH way overvalue.
>>62281980>revenue and earnings of tech companies now are some of the largest in the economy. during the internet bubble, companies didnt have earnings and some didnt even have revenue.They are doing some kind of circular shit where they are all buying from each other in a circle to make their revenue appear high
>>62282117What circular shit? Do you have the image?
>>62281826You posted reddit as your source. I'll take my chances rather than listen to a redditor tell me it's a bubble and sell now.
>>62282141https://www.reddit.com/r/stocks/comments/1o6hiev/circular_deals_amongst_ai_companies_means_an_even/https://finance.yahoo.com/news/very-troubling-ais-self-investment-spree-sets-off-bubble-alarms-on-wall-street-160524518.htmlhttps://www.linkedin.com/posts/jill-r-saliya_the-great-ai-money-loop-tech-giants-funding-activity-7389270548121452544-dFF7
>>62282117>>62282141yeah but they still have revenue and earnings. until they dont, you have to be long.
>>62281826The relationship between indexes and money supply is not linear. There are also more factors to consider like leverage, capital concentration, private credits, foreign investment increase and balance sheets.I'd say there's about 40-50% upside left until dotcom levels (40-45k).
I don't care what anyone here says. I'm not getting back to AI stocks. That shit looks fucjing scary and it's gonna crash hard soon. I can't wait to slurp all the cheapies when that happens.
>>62282169If it was that easy to get high earnings reports why hasn't anyone done it before?
>>62281883Based bondbro. I’m about 50% in bonds
>>62281829Thats what the chart OP posted already does you low iq drone
>>62281826It's not a bubble because the line only goes up now.>You need a source? Trust me bro.
>>62281883They don’t match real inflation, much less make you any income.
>>62281869Bonds match nominal inflation, but inflation statistics have been fudged since Clinton. And besides that, the opportunity cost is huge. 5% per on a AAA corporate bond versus 20% from the SPY. Unless you're a hedging risk, a dedicated bond trader, or have >9 digits of wealth, bonds simply aren't worth
>>62282165This board is half redditors now and they're all extremely bearish. It's funny in the past, /biz/ would have been all over AI. The Nvidiamaxxies, MUmus, AMDmarines, SNDKlikers. But nu/biz/ didn't have anyone aggressively shilling shit when it was only up 10%, the shilling only becomes aggressive explicitly after some stock has gone up like 50% or more in a single week.
>>62286164Past nvidia and AMD were competing about stuff we use in a controlled monopoly and intel was toothless.Now even Ford is building data centers, I sinply have no clue what they do with their businesses
>>62281869If you actually believe the official inflation numbers you are as dumb as the peasants in the Soviet Union who believed the numbers they were being fed
>>62281980just because you know you're a meth addict doesnt mean youll stop doing meth
>>62281826this time it is different. that's all
>>62281826im glad you missed out>>62286164>>62286201nu /biz/ are losers
the datacenter buildout was the most obvious thing in human history. every year large companies told you what they would spend. then you had the Amish losers here who were too stupid to use AI or used the free chatbot as their girlfriend in 2022. better luck next time and yes chatgpt is smarter than you.
>this time it's the samethis is just as nonsensical as "this time it's different". there has simply not been enough economic bubbles to say anything definitive about them."i lived through dot-com" or "i experienced the 2009 crash first hand". those are anecdotes.
>>62286372>stop noticing patterns, these are just anecdotes okay
yes, it’s a bubble but let me just have this day
>>62282369this would buckbreak the whole world kek
>>62281826Tech, software and semiconductors are more valuable and a larger share of the economy today than they were 25 years ago so it makes sense that it would have a higher valuation adjusted for money supply. But yeah we’re pretty overpriced here.
>>62286127>Unless you're a hedging riskThat’s my mentality. I still have a good amount of stock exposure, just not confident that the bubbles not going to pop soon. I’d like to have some dry tinder to slurp >>62286239Those are the only numbers I have
>>62281829pic related>>62281826fuck off back
>>62286127>>62286718the idea of bonds is that they are pseudo cash. if the big crash happens you will be able to sell bonds and buy equities at the giga bottom. its just a place to park money until equities shit the bed
>>62287640cash is cash, bonds are not.
The only thing that matters is selling it all before the music stops, and nobody knows when that is.Some will get it right, many won't.Most will have to cope by buying heavily in the years after the crash in a desperate attempt to reduce their average buy in and get back into profit before they die.
>>62281826Pattern matching doesn't work for stock analysis.You need massive amounts of context to make sense of it.That said: Yes, there is going to be a massive correction. If you could precisely predict when, you wouldn't be posting now, though.
>>62282369based fact poster
This Is a bubble
Big bubble
>>62281826i like to use ai a lot for my little projects, however, it seems like normies are starting to notice that they are paying out the ass for less productivity, during a sustained economic downturn no less. google has made big strides in efficiency with its newest flash model but idk if it will be enough
>>62281980>1. everyone thinks its a bubble which means it cannot be a bubblepeople were posting tons of warnings prior to the dot com crash and the 2008 crash
>>62287736>>62287748>>62287752How many AI tokens for that man to piss in my mouth
>>62282110alts don't matter, it failed at being money by definition, there can only be one
>>62282209They have. Why do you think silicon valley bank almost collapsed? You have all these companies claiming ad revenue from selling ad space to each other for their free products securing larger and larger loans based on their ad revenue growth.
>>62287752Why are there so many faggots ITT posting images of trannys? Like fuck you you mentally ill fuck. Stop spreading this garbage and stop being gay.
>>62281826We are. But I have to ride the last few green dildos
>>62288254They’re called cryptocurrencies, not cryptomoney
>>62281826zoom in
>>62288731Thank you tripfag
>>62286320You act like meth is a bad thing>https://en.wikipedia.org/wiki/Aimo_KoivunenNow someone post the spurdo of this. I’m not at my computer.
>>62281853Buy Bloomin brands (you have been warned)
>>62281826It's not possible for anything to dump if the government will bail out big banks possivly even itself because of big debt. You need to go back
>>62281980>everyone thinks its a bubble which means it cannot be a bubble
>>62287677USTs are basically cash. You can get ~3.7% on 1 month USTs still. That’s not bad if you have a big pile of cash. You can usually wait a month if you have to for some big purchase. Even if you want to wait for some market drop to move into stocks, you can stagger your USTs each week so you have a balance constantly maturing.
>>62281869>10% inflation>I better counter this with a 2% bond
>>62281853this is how btc bottoms look like
>>62281826Zoom out more what was the “boom” before internet boom. From that we can see how much bigger each “boom” gets and make an accurate top predication
>>62291674The deduction is reasonable. The question is, if the assumption holds up. (It does not.)
Meanwhile a market of shitcoins named after farts and sex acts could reach multi billion dollar valuations and you niggers would be hootin and hollering about how the fabled alt szn has arrived and we need to go all in right heckin now!!
>>62292546This. Who says we aren’t in 1996 instead of 1999?
>>62292546Oh dear. You sound like crypto baggies arguing why bitcoin should keep pumping when it was at $110k.
>>62281826Market is going to 10x from here. It is just getting started. There are thousands of American start ups from 5 axis machining to neobanks that are going to go Unicorn status as well. You are a retard if you are not allocated.
>>62281853well thats why its not a bubble, they will never stop printing and everything is BTC now
>>62281826I fully accept we are in a bubble and that my stocks will eat shit at some point. Easy -30%.But the thing is, it will recover after the crash, and that's a lot easier than trying to time the market and trying to get lucky twice.Volatility is the price for growth, and if a 30% downturn bothers you, just invest moar.
>>62282369Well OP, we're waiting.
>>62281826just be long and chill rolling puts that will cover you when it does another V move, such a no brainer
>>62282117Yeah, nVidia is literally rolling its money into AI companies, which then buy more chips from nVidia. In any other industry this would be called "channel stuffing" or something like that.>>62282110Alts are complete shit. Their only use case is separating money from people who are so dumb that they think they can "make up" the money they didn't make when they failed to buy Bitcoin.I have a friend who has been shitcoining for at least the past decade, including running mining. Every time I talk to him he complains about some new policy that his shitcoins have rolled out that was supposed to raise their value but instead caused them to dump. He's lost 90% of his "investment" at this point. If he'd just fucking listen to me and buy Bitcoin he'd have at least a 4X in the last decade and probably much more.
>>62281826This ticker is divided by the money supply. That means that they can simply print a bunch of money and pump the indices even higher and this retarded chart would go down while everything was continuing to moon.
