So, has the AI bubble finally burst?Or is this just an emotional pullback triggered by the Democrats’ victory in the midterm elections?
https://x.com/KobeissiLetter/status/2118455887413285205
>>545691687https://youtu.be/ZnwgwbDSEg4
>>545692956I'm somewhat of a luddite, but c'mon this is irresponsible. What a way to fuck things up for everyone. These retards have lost their goddamn minds. Meet the new boss, worse than the old boss.
>>545692956The gringos are outright hopeless, superintelligence is not even a defined scientific and verifiable concept, its a loose idea that so far its more science fiction than anything else, also banning superintelligence would mean banning statistics or spying on software developers or ban hardware for AI training.there is no left-wing in america, all americans are right-wing...
>>545691687No one knows yet. You’ll know if the Nasdaq recovers 6% in one day or 3% + 3+ in two consecutive days of green.It was selling on legitimately heavy vomume
>>545691687Too early to say.
>>545691687>democrats win thr midterms>the AI bubble bursts at the slightest breeze in its directionIt was all just a house of cards, wasn't it?
>>545691687A market correction of stocks that grew faster than their logical value. This is time to buy.
>>545693375The chinks have a quite peculiar timing to release open source tech, last week Deepseek inference engine was released to the public, there is word about an incoming Qwen4.Woudl not be surprising if the chinks throw some extremely cheap model or something groundbreaking next week to add fuel to the fire...
>>545693476>A market correction of stocks that grew faster than their logical value. This is time to buy.Good goy injecting exit capital for bigger investors...
How did the dems pop the AI bubble this fast?
>>545693375It burst because both Democrats and Republicans voted against building data centers in their states
>>545692956The lefties went against AI because my stable diffusion model can print infinite anime titties. And they see that as a threat to their pen-pushing jobsBut that AI is not going away; it is going to flourish expecially if they renew the effort to cram woke into media. But the AI that is strategic for america could be curbstomped.AI ceo were saying they want to slow down and regulate, so the party of AI got what they wanted.In the end, nobody got what they wanted except AI oligarchs americans or chinese
>>545692956They won't do shit. The AI grift is far too lucrative (for now). Once the Dems realize (if they haven't already) that AI "investment" gives them free access to public funds, they'll instantaneously change their stance.
Do I sell or hold? I have SPY and am not retiring for a long time. Everytime I sold previously I got burned.
>>545691687The stock market actually went up the day after the election, so I don't think today's fall was caused by the outcome of the election.I think right now, the stock market is being driven by an epic battle between the AI optimists and the AI pessimists. Some days the optimists dominate, and some days the pessimists dominate. As a result, the market had been in a "stalemate" pattern for several months, with high volatility because emotions about AI are so high, but overall directionless.That said, 4% down is the biggest whopper we've seen so far. Tensions are super high now, and we're now at risk of massive volatility as a result of a cascade of conditional orders kicking in. Nobody really knows the exact balance between the AI optimists and the AI pessimists. The next few days will tell us a lot.
>>545693726>Do I sell or hold?I was supposed to sell my RTX 5090 last week, but now I can't sell it.I'll just have to keep it and keep playing 4K gaming.
>>545693779So you’re suggesting hold tight? Is there a time I should consider selling?
>>545693726The S&P has been in a permanent bull run since 2009. Given that market dynamics mean a -85% return to the mean on every chart that has ever existed, would you say you're early or late to the party with your investments? Do you think you'll be able to collect at 60 the way boomers and gen X did?
>>545691687Just a healthy correction. The bubble won't pop until Nvidia fails to meet earnings expectations, which is still probably years away.
>>545693907I’ve been investing since 2008. So I couldn’t have been earlier but still late to the party. I hope to collect at 60
>>545693674>The lefties went against AI because my stable diffusion model can print infinite anime titties.They went against AI for two different reasons: (1) they want to stop data center growth from sucking up water and electricity, but providing relatively few jobs for the size of the building, and (2) they read something somewhere about how somebody is afraid that AI is going to kill us all within the next two years, and they don't know what to think about that, so they're scared of the unknown.
>>545693779this is not AI, but rather the outcome of an speculative ponzi scheme led by OpenAI and NVidia using financial witchcraft and infinite money glithches, bankers are not dumb people they must have made an economic equations and determined that it was moment to exit, these institutional investors do all the trading with bots, so a single signal triggers a mass sell.Tomorrow comes the hemorrage as those trading in leverage will get liquidated throwing more stocks into the market, South Koreans will throw themselves from buildings tomorrow.The final nail in the coffin would be news from the Bank of Japan, if they decide to increase rates in the next week expect your economy to go bankrupt as the economic equation will force bankers to sell US asset to liquidate Yen denominated loans.I gues praying to god for a blessing days before bombing a school full of children to do a purim sacrifice does carry consequences... the pope warned you... Now say his name...
>>545691687That depends on friday and monday, greatest ally.But AI is a dead man walking. Most companies didn't even hurry enough with the IPO. The business model is ending before most of Nvidea's clientele made a single dollar from the scheme.SpaceX's weird IPO now makes all sense. It was rushed.
>>545691687But rest assured that victory is certain.This world will soon return to its correct course.
>>545693593nobody uses it and nobody needs it. the majority of paid subscriptions are affordable and work just fine for people’s desired purposes. chink ai will never be popular nor does open source attract users. jews will ensure that the western goyim use their products, end of story.
Insiders know that ww3 starts this weekend. Trump is nuking iran. Hence the major selling. Get out now
>>545691687>A group of House Democrats—led by Reps. Greg Casar and Maxine Waters—introduced H.Res. 1642 opposing taxpayer-funded bailouts for artificial intelligence companies or financial institutions if an AI market bubble bursts.
>>545694670>chink ai will never be popular nor does open source attract usersOk first worlder, the world does not end in north america, outside america no one uses American Models, nevermind the entire opensource community pushing technology to its limit to use local chinese models on consumer grade hardware, there is an entire network of hackers trying to remake kernels and firmware hacks to refurbish obsolete Nvidia hardware from the last decade...Openrouter and opencode rates open source models as the most used models.There are youtube tutorials of artists doing their own anime videos using local models, HuggingFace had to censor a cyber-security fine-tuned model some weeks ago, hackers are now decompiling binaries and legacy software using LLMs to add new features or update them...Its a tech civil war, and as tensions escalate then more software devs will hate the American tech sector and migrate to the chinese tech stack, this is the start of the fall of America in the technology sector. Its ironic, because these Tech olygarchs wanted to force software developers and consumers into a rentier subscription economy leveraged by AI and the only thing they got is an increased rate of Linux Kernel upgrades using AI, the tech olygarchs will soon be against each other when their Intellectual property melts under the advance of OpenSource powered by cheap LLMs...
>>545693891>So you’re suggesting hold tight? Is there a time I should consider selling?You're asking a very personal question. Me, I'm HODL the S&P 500 with diamond hands because I've got $500,000 in money market funds that will easily provide my living expenses for the next 5 years.My "prime directive" is: never sell unless the market is at an all-time-high. I implement that rule with an iron fist by keeping a huge amount of money out of the market so that I can coast for a few years if necessary. Obviously, I'm wasting a huge opportunity in stock gains by keeping $500,000 in cash. But that was my decision, and I'll live with it, because keeping my "prime directive" is of the maximum importance to me.Other people will have different rules, goals, and timing considerations. The only thing I can suggest is that if you start asking questions while the market is in free-fall, then it's possible that you might not have planned things out well enough in advance. On every single day of my life, I expect the market to fall 30% and take 5 years to recover. Every day that doesn't happen is a good day for me.
>>545694244>this is not AI, but rather the outcome of an speculative ponzi scheme led by OpenAI and NVidiaIn other words, it's AI.AI is more than a piece of software. It's better understood as a risky strategy that "if you build it, they will buy it".>bankers are not dumb peopleAnd bankers are in on the risky strategy too. They're they guys who fund the first part of the bet that "if you build it, they will buy it".Everyone involved knows that AI is a massive casino bet involving three main players: the software guys (OpenAI, etc.), the physical infrastructure guys (NVidia, etc.) and the money guys.
>>545695291>nor does open source attract usersThe point of open source is not to "attract users". The point of open source is to pool investment in software.The Microsoft model is: "one developer for a billion users". The open source model is "a billion developers for a billion users". The first model has a bottleneck. The second model doesn't. Therefore, the second model wins.A case in point: "The web" consists of a million web sites that attract a billion users. So the web has obviously done a very very good job attracting users. But every single piece of web server software that runs in the server rooms at Amazon, Google, Facebook, Ebay, etc. is open source. Not a single dime of money has ever been paid for any of that web server software. That's the power of open source at work.
Bump.
I’m glad I got out in the summer and don’t participate in this casino anymore
>>545691687https://youtu.be/ETHQ-0ZTzlM?is=GmJgX27QQBFaNoPq>>545692057
Well, there go all my gains for the year
>>545693670kinda on the companies for promising investors and shareholders datacenters they didn't have the plans or capital or contracts or authorization to build, and then reporting those future datacenters' potential future compute in their earnings calls.but yeah the problem isn't the system of outright lies, it's on the politicians for not making those lies reality
>>545692956Will China also be doing this?
>>545699084No.
>>545693334>gringos, >a BROWN WOMAN is posting against AI. Buddy , Yassamin is not a white woman's name
>>545691687no
>>545699084>Will China also be doing this?noChina's AI investment in 2026 will be only $100 billion, not the $1 trillion in the U.S.The government doesn't care at all about falling stock prices because the investment isn't that high.
>So, has the AI bubble finally burst?God, I hope so. Burn it down. Make computers cheap again.
>>545694102Why do they care about #1? We'll just build more solar panels and windmills! They have no trouble meeting electrical demands, remember?
>>545691687>emotional pullbackHoly retard
>>545691687Imagine being a good goy who falls for the bugman AI hype when three minutes of conversation with an LLM shows how badly they fail at simple counting tasks.
>>545691687>>545692956It's a correction at worst.Most stocks are up 2 to 3% now.
>>545694102This. I can print anime titties on my PC. It doesn't take hundreds of fuckhuge taxpayer subsidized datacenter that raise the cost of electricity for everyone in the country so some Sri Lankan can do it for free on my dime.The reason AI CEOs are suddenly saying they want slowdowns and regulations is so the upcoming crash will be blamed on the government instead of themselves. They see the writing on the wall, they can only hide their fudged numbers from investors for so long. Datacenters ALREADY aren't being built - not because of social or political pushback, but because they've stretched their lenders thin, planned around concurrent compute prices when they keep going up and up. Something's gotta give. And it does, Dems will take the blame. This'll be the 2028 talking point.
