what
>>107703840yeah it's a bubble.
still undervalued thougheverbeit
>>107703840These are nominal values btw, everyone caught up in this circlejerk except OpenAI is down yoy
>>107703893>These are nominal valuesWhat does that mean?
btw did any cash change hands yet or is it still a spaghetti pile of obligations and future contracts?
This retardation will end with the amerigolem dollar, the largest scam in human history.
>>107703840Meanwhile, I continue to obtain local models for free at the expense of large companies.
>>107703933you divide nominal by inflation, because inflation makes most of not-moneys grow in monetary value
>>107703840I'd love to see their actual gross profit too.Nvidia is probably the one company that will come unscathed out of all of this since they have actual profitable, productive output, save the drop in valuation, of course.
>>107703999they'll just short when they hear the train rolling in, don't worry
>>107703840>umh, Open AI isn't discrepancy isn't that bi->4.3 billion/500 billionit's just not a bubble, it just isn't, it isn't, it isn't, it simply isn't a bubble.
I watched the big short so I know this will crash
>>107703999Nvidia will survive but they have to come crawling back to the gamers begging them to buy their cards again (which they will because gamers are cucks)
Does it matter? If everyone knows that there are no fundamentals but the company can still liquidate moon stocks to pay its employees and shareholders see line go up, does it really matter? Why does the bubble have to pop?
>>107704042Nobody will be able to affort a PC by the time the crash happens
>>107704065>affort
>>107704061it matters cause that fake money will ultimately come from tax payers, since these companies created no actual, tangible value but the dividends will still need to be paid, cause you know, line must go up.>>107704071he's done for, you completely humiliated him, he ain't recovering from this one.
>>107704086i hope not, i think that spelling is better actually
>>107704042No crawling required. People will just continue buying their stuff, I think.
>>107704071Give me a break
>>107704086But can’t the dividends simply be paid by further investment into the stocks, or is this illegal? For instance, if Doug buys 10k Nvidia stock, can’t Nvidia just use this investment to pay someone liquidating 10k worth of stock? It’s essentially what madoff did but Nvidia isn’t lying about their earnings or their investments—everyone knows the fundamentals are fucked. So if everyone knows, and everyone continues to buy in, does the bubble simply pop when the buy-in no longer supports the cash-out?
>>107703893>>107703956It's absolutely excruciating watching all these companies claim the layoffs are because le ebin chat bots are replacing workers, and watching retards believe it when the real reason is obviously that the economy is shit and they're not growing.
>>107703840their mistake was investing in AI for normiesnot a single normie WANTS to pay for ai. They use it because it's freeNow you either change your target to non-normies that have a legitimate use for AI (Anthropic, xAI) or you invest in emotionally trapping your costumers so they can keep paying to roleplay a normal relationship with your model (OpenAI)
>>107703840I'm not an AI fag but these graphs are in incredible bad faith, OpenAI investment 35X but their revenue went 153X and how the hell is 6X in revenue modestly for nvidia? Microsoft is the only true shiteater in this image
The popp will be glorious and this time everyone saw it coming
>>107704185American companies actually pay hardly any dividends, it's not in their culture.Like you said they can use that money to reinvest or simply buy back stock.Most people investing in ETF's also want the ETF to just buy more stock instead of paying out dividend.For many ETF's there is a version that pays out dividend (called distributing) and one that doesn't (called accumulating), and the latter are more popular.For an investor dividends are actually a bit annoying because:- If you're just going to re-invest it's more work for same result.- It's not always in your local currency in which case you have to pay a conversion fee.- Depending on local laws you might have to pay (more) taxes.
>>107704065The market will get flooded with RAM and 2nd hand RTX PRO 6000's.If you have any saving you'll be able to buy an incredible gaming rig for next to nothing.2nd hand RTX PRO 6000's will actually be the biggest threat to Nvidia: can't shill your latest 8GB gaming card when everybody can just buy an "AI" card for $50 which yes can play games too (der8auer already tested that)Nvidia will probably panic and disable those cards in their driver updates though.
PACK IT UP JUST CANCEL IT NOW IF A COMPANY ISN'T BREAKING PROFIT RECORDS IN ITS 3RD YEAR IT'S TIME IT MEANS IT WILL NEVER MAKE ANY MONEYthis is how you know /g/ is full of retarded children and NEETs that know nothing about businesses and especially nothing about bubbles
>/biz/
>>107704381Yes, this is why I didn’t understand how dividend payments would facilitate the bubble pop—they seem a small part of their outflow. Thank you for explaining.To me it seems that, so long as everyone agrees that the emperor is wearing clothes, the bubble will remain.
>>107703840This is a shit graph. Someone tell these people how to divide two numbers.
>>107704456>To me it seems that, so long as everyone agrees that the emperor is wearing clothes, the bubble will remain.I think all serious investors already agree the emperor is naked.The real problem is there is no good alternative to store your wealth in:- if you sell and hold cash you get hit by inflation- if you sell and buy stock you'll get raped when interest rates skyrocket after the pop.- if you sell and buy gold/silver/bitcoin you're now in the gold/silver/bitcoin bubble.Personally I just reduced my exposure to the AI companies in favor for other sectors.Unfortunately all sectors will get hit due to a general negative sentiment but they might go up 20% before losing 15%.
>>107704559>- if you sell and buy stockmean to say:- if you sell and buy bonds
>>107704567I might be retarded so please explain. If the bubble pops, the fed would lower interest rates to stimulate the economy, right? Yields for bonds would probably go up to attract foreign investment, right? So if you’re in T-bills, aren’t you pretty safe? I must be missing something because I thought that government bonds were rather safe here.
There will not be a pop. Too many people use AI now. It's not like dotcom where barely anyone had internet.
>>107704435Amazon was unprofitable on paper because they put every possible cent into building infrastructure for a few years. ClosedLLM is actually just burning money on operating data centers that they don’t own. They are not the same>>107704628>97% of AI users don’t pay for it
>>107704623The interest rate the federal reserve sets isn't the interest rate you get from bonds.The latter is simply a matter of supply and demand: a government or company wants to borrow money and investors will lend them that money but only for an interest rate they deem worthwhile.Problem is if the fed lowers their interest rate inflation increases so your "safe" 3% bonds might devalue 5% per year from inflation (leaving you with 3%-5% = -2% in real terms).
>>107704185Tesler stock exists with zero respect to market fundamentals already.
