The AI bubble quietly sharted in Korea. Thousands are playing sudoku every day. How bad is it going to get in America?
>>109393435China can now make the same chip printers as korea/taiwan and are now making hundreds of them as we speak.This is the time to get out of dodge before the real crash begins.
>>109393444When will memory get cheap again?
>>109393461soon existing companies will need to be selling at flash sale prices just to prevent themselves from going bankrupt. deserved, of course, for creating an artificial bottleneck in supply. very shortsighted behavior
>yeeey our economy will collapse you people are fucking retards, you should kill yourselves
>>109393508Yep. I'm waiting. I won't be paying these ridiculous prices at all.
>>109393461Eventually.It's why western news keeps insisting it means nothing and will get worse; all their stocks/investments are tied up in memory and AI and they're buying themselves time to dump itSame with all the big companies signing a big thing about open weight models not needing to be banned followed by anthropomorphic and openainus -- aka the two places hellbent on closed models because it's all they got -- immediately began spamming bullshit about them "nearly losing control" of their ai.it's done; it's over.now the shitshow begins.
>>109393523AI is the new tulip mania. Fuck that shit.
So, what will happen to nvidia/amd when their trillion $ order of 64-200gb ram gpus get cancelled?
>>109393593Jensen survived debuting his first GPU on a DOA console. He will be fine.
>>109393584>more lifelike>claude meanwhile is babbling about how the west wind is like the elbow and knee of the situation and how we must gracefully flex and not toppleBonus points for the nu-age blue hair ragebait lmao
>>109393435>triple-leveraged ETFs
yes, we had these exact same headlines a couple of weeks ago when there was a larger correction and then no stories as the correction was reversedit's just retarded china fud and market makers dumping on retarded over-levered retail-gooksthey'll all buy back tomorrow at a nice discount
>>109393572nah, fuck yougo ahead light your house on fire you fucking retard
>>109393620so why is apple screamcrying to the us gov to let them buy cxmt ram
we need total leftard deathive been telling you guys for months now, if we dont do it we wont survive
>>109393625Apple might not survive. Will probably be bought by China.
>>109393629Then they'll install a 'jeet CEO.
>>109393616It's the creative way to lose your ass in a domestic stock market that is up 88% over year.
>>109393629China would only survive such situation because they are literally a fascist nation, and even so all hell would break loseChina can try to separate itself from the dollar all it wants, shit is too intertwined, go ahead, dump it motherfuckersI call your fucking bluff Chang, dump it
>>109393644This has nothing to do with what was written dude
>>109393648dump it you fucking faggot, go ahead
>>109393629Anon what the fuck are you talking about they're currently worth more than nvidia
>>109393644>China would only survive such situation because they are literally a fascist nationBecause the China that imploded less than a hundred years ago was a freewheeling liberal democracy....
>>109393625because they need it and it won't actually affect memory prices very much.memory is entirely supply constrained right now - we don't actually know where the demand ceiling is at the moment, which is why prices have kept going up - introducing another supplier doesn't actually mean you hit that ceiling. in fact, i'd argue that the memory crunch is about to get much worse because ccp's starting to finally make serious noise about ai.all the datacenter demand in the us? double it.
what i'm curious about is what all this scaled up RAM/chip production is going to do for our already increasingly fucked up climates and ecosystems worldwide.
>>109393651dump what my dude.anyone not a moron already got rid of this shit when cxmt memory began appearing on corsair sticks of ram
>>109393629China loves legacy brands like Disney, Apple, Levi's, Nike, FordThey're going to have a shopping spree
>>109393662I am talking to your bosses, go back to the kids table, I am not talking to you
>>109393661What!? NO!? Don't worry about that! Intelligent Robots will fix it after we colonize Mars!Haven't you seen Wall-E?
>>109393658>it won't affect it because>uh>it won'tchina just announced they are making 400 more of the overglorified chip printers by the end of the year; 16 months ahead of schedule.it's over.
There is no bubble.
>>109393679Chinese quality.
Good thing I'm too poor to play.
>>109393705I mean unless you were leveraged out the ass, you'd be up bigtime for the year...
>>109393673haha... yeah.
>>109393444>>109393548>chinese propagandist still failing at understanding how anything workstwo more weeks, xiang lee woo.
>>109393435I'm smart enough to know a flash in the pan when I see one, so I never got involved with AI. Don't give a shit how many people lose their asses over this dogshit scam.
>>109393508What else would you expect when they also made the mistake of waiting for prices to skyrocket before signing a contract, it goes both ways, they try to fix a mistake by making a bigger mistake of course, why would would it be any other way?
>>109393812>>109393801The trick was to become enormous quickly, so that passive funds were bought in, government entangled in your business, Congress trading...Then when you are too big to fail, you can't.Taxpayer debt will rush in to save you!
>>1093934613-5 years is my completely uneducated guess.
>>109393679and they're still booked out till 2027the demand for memory is insatiable and will only grow
>>109393435KOSPI got fucking nuked -10.8% today to 6023, down 30% from June peak. SK Hynix -14.6%, Samsung -13.4%. Circuit breakers triggered, foreigners dumping. Philly Semi also bleeding. Facts check out. Korea was the most retardedly long AI play on the way up (HBM chads), now leading the unwind. China CXMT IPO + DUV progress + capex ROI fears = panic.Not THE bubble pop yet, just a violent correction in a frothy leveraged trade. Earnings still strong short term. Buy the dip or get heemed, your call. >mfw AI bros in full cope
>>109393444>China can now make the same chip printers as korea/taiwanThis is pure wumao fantasy, by the way.
>>109393435this isn't the bubble popping, it's sharks hunting retail gooks into extinction. they just couldn't help themselves, they saw a million overleveraged wagies and HAD to kill them all
>>109393461>When will memory get cheap again?If you live in Amerikkka, much later than the rest of us, as those retards in the "free market" are putting restrictions on certain Chinese made goods (like memory) lmao
>>109393435dumb gooks trusted the jew lol
>>109393435Time to buy, retards.
>>109393435Korea had a crazy stock market bubble for the past couple years. They had entire bar things where you watched other people trade like in a casino.
>>109393461Probably 2028.
>>109393629i hope this is a joke post. they have gigantic cash stockpiles and a non-technical consumer base. the only ai they use is currently leased. they're the least at-risk tech company in the world.
>>109393736The koreans are leveraged out the ass, that's why they're all selling at the same time.
>>109393435> The AI bubble quietly sharted in Korea. >Thousands are playing sudoku every day. >How bad is it going to get in America?
>>109393435>triple leveraged AI ETF'sI seriously hope you guys don't do this.
>>109393435There is no bubble. If you want to financially speculate on the market, why isn't this discussion on /biz/? Seriously, what technology is being discussed here?
>warn everyone that if china's giving corsair RAM modules then the end is nigh>get told to fuck off for fear mongering>literally everyone is running around screaming about how china caught them off-guard and they had no idea they could make memorythe cafeteria was like a funeral today lmfao
>even if they go bankrupt the government will probably bail them out because AI is important for national defense o algoThis shit will never end.
>>109393435pinched fingers emoji
>>109393435
>>109397628we will make you into snailcat kebab
>>109393705that's only like 5%? not enough
>>109393523> ourlmao sure mr shekelberg
Does Korea have any gold left to give this time?
>>109397628Maybe in shithole USA yeaBurgoids love bailing out their gigacorps
>>109393754>man_being_held_hostage_by_the_positive_effects_of_AI.jpg
>>109393523*Your* economy. American. Here in Europe we will feel some shocks but not remotely what you're going to get.Always remember you voted for this and everything that is going to happen will happen with your personal consent.
>>109396995It's not as if the US is any different>wallstreetbets
>>109393461if you look at video accelerator marketone can noticeprices ain't returning to pre boom levels
>>109393444>China>Make things>Without stealing them from superior culturesThey have never done this before. Why would they start now?
>>109400218>china making cheap plastic toys which leads to lots of jobs lost in the domestic labor market>GOOD>china making cheap RAM sticks which leads to lots of losses in the AI bubble>BAD
>>109393705>>109397828enough to make billions if you know when to short, wonder who's behind this
>>109393782Funny coming from Mutts who have been predicting fall of China for last 40 years.
>>109398236In Korea, Samsung is literally half their entire economy. They literally have to bail out Samsung or otherwise they will get so fucking poor that North Korea will be able to just walk in and take over with full support of the people.
>>109393523>crashYou mean correct. Our economy will correct by wiping out all the scams and grifting and imaginary money that never existed in the reality.
>>109397628No, the government will bail them out because all these grifters are members of the tribe and thus must be allowed to keep their imaginary gains, regardless of the cost.
