AI 버블에 대한 여러분의 생각은? 🤖

Again this? The other 3k posts didn't have the information u seeking?

AI is happening whether people want it or not

AI is nowhere near functional as people make it out to be nor will it do half the shit people claim it will

It's already pervading healthcare and the way it's used/implemented in my experiences is just trash.

- What is your opinion on the AI bubble?

its not a bubble. the financing might be.

- If AI is really a bubble, why hasn't it burst already,
especially after many of the industry's challenges and limitations
became widely known?

because the technology works.

- Why does the market continue to invest so heavily in it?

stupidity and greed

- Do you think these massive investments will ultimately be justified?

no

- For example, data centers may remain useful for many years, but what about the hardware and equipment inside them?

obsolete

- Will they generate enough profit before they need to be replaced with newer and more powerful technology?

no. the largest models already need 1.5TB VRAM which existing hardware cant handle. which means servers with 3TB UMA which arent out yet.

No bubble. It will keep going. What may happen is companies who don’t keep u will crash.

we had an overdue pullback yesterday, next week back to normal.

dont know why people keep saying it is a bubble when it has entrenched from your admin using it to reply emails to your c-suite using it to make strategic decisions for the company. May I also added the besides Google, Meta is also looking to invest billions into AI infrastructure? If you dont get in, you have to wait for the next "crypto" or "ai wave" that is as big or bigger than these 2.

I think people will want to see what they’re getting out of it besides memes, considering the stock prices

NASDAQ is up 7% since late October. It's up 86% in five years.

NASDAQ was up 86% in 1999 alone.

Just a minor correction. Actually it was overdue. When news on AVGO came out it already gave those looking for a signal and ample time to react. Majority is either inexperienced or missed the signals.

Same posts every day

> what’s your opinion on the ai bubble?

Yes there is one, anyone looking at the data objectively can tell you that. The free-falling Broadcom stock is enough to confirm that. Anyone telling you that the bubble isn’t here is being willfully ignorant. We have all the criteria:

1. We have a booming sector in AI

2. There is a metric ton of euphoria and FOMO with a large influx of retail investors who put their money in stocks or ETFs based on vibes and non-empiric recommendations/data. For example, everyone putting their entire portfolio into volatile tech stocks or ETFs because they “only go up” despite having little to no knowledge on how the companies are doing.

3. We are currently either in the late stages of the euphoria phase or early stages of “profit taking” and once the old money and early investors start pulling out the market will drop and trigger a sell off.

> If there is a bubble, why hasn’t it burst already especially after all the industry challenges and limitations are known?

No one on this sub, including me knows when it will burst. Anyone claiming otherwise is lying to you. We are either in the early stages or profit taking or still in the euphoria stage. Once you know the bubble has burst, unless you have insider trading knowledge, your portfolio is halved before you can react.

> why does the market continue to invest in it?

Becuase it is profitable until it isn’t. For example, 6 years ago, NVIDIA was known for making high end GPUs pretty much exclusively. Now they are somehow the largest company in the market. Once the euphoria and fomo stops, NVIDIA will likely fall back to the middle of the pack of the S&P 500.

> do you think these investments are profitable? Example, data centers

They are until they aren’t. Nobody knows when they will stop outperforming the broad market, but nothing lasts forever. The market is cyclical. A tech boom now, could become a finance boom later that could become a real estate boom followed by a healthcare boom.

Finally, we are in the longest bull market in US history. The run up won’t last forever and the fall will probably have users on here calling the suicide hotline. Plan accordingly and don’t have all your eggs in one basket of tech

Markets tanking because of the current hawkish rhetoric which pricing in a pontetial rate hike. The melt up in stock smay resume as soon we see some easing in the geopolitical area or a revision of the particular jobs data.

The bubble is real, but as long as everyone ignores it and keep posting money in it, it just inflates more.

It is also circular, so the same companies are investing in their suppliers or customers, adding to the bubble.

Go away

Was the internet a bubble? Was the railway a bubble? Of course it's a bubble.