AI 주식에 과열된 투자 열기🔥

Good to know the top isn’t in yet

NBIS PE doesn’t mean anything when their revenue has barely come in yet. We know they have the huge contracts from big tech, so investing in NBIS just means you’re betting on them to be able to carry out their plan and complete those contracts.

Remember …. It’s different this time

Is there a pump and dump brewing with trump and xi meeting Thursday

Doomerism needs to have a mandate of posting short positions or banned

You're quoting P/e's as a metric of valuation on companies doing 500% YOY growth and saying amd will take 166 years to grow into its p/e without mentioning that they just guided 300% growth lol. You have no clue what youre talking about. Buffett indicator has not been relevant in over a decade. Buffet is a geriatric grandpa who has not outperformed spy in over 10 years and even he has personally said buffett indicator is not relevant anymore. So why are you mentioning it..? Youll just continue to miss out trying to be a contrarian smartass and time the crash.

What's crazy is I own both these stocks

This isn’t euphoria yet. I’m thinking we get an 18 month long blow off top of 50% gains from here.

Perhaps start looking at PEG ratio instead of PE to get a better idea of things.

Im not overly skilled at investment and trading. Infact, id say im fairly dumb and simple minded in this world. I certainly dont understand how so many companies can have such high valuations. It doesnt seem like there is enough money in the world to hold all these up. While I keep making profits, I also keep end up being wrong at the timing. I averaged into AMD at ~30 and sold ~170. I told my uncle to buy them around 2010 and he sold around the same time I did. But it was only based on the consumer graphics card market. NVDA too about the same time just couldn't afford as much of it. So my logic was likely flawed but ended up being OK. Many other stocks similar in the tech window for me. TSLA I did get a few shares in college at 50 bucks and sold for about 250 Maybe its because I just cant see the big picture with AI valuations but I certainly feel a bit of cold feet at the current market. But again, I keep being wrong and these stocks all keep just rushing past my perceived notion valuations. So I guess, in all likelihood, its going to keep on keeping on, since I keep getting cold feet and missing larger opportunities ha.

The Buffett indicator at 240% sounds alarming until you realize it’s measuring market cap against US GDP, but S&P 500 companies now generate roughly 40-50% of their earnings internationally. You’re essentially comparing a global earnings machine to a domestic GDP figure. That’s not apples to apples. The indicator made more sense in the 1970s when the S&P was largely a domestic business. You listed “anti-American sentiment is rampant” right next to AI bubble concerns as if they’re part of the same thesis, but how exactly does global anti-American sentiment deflate NVIDIA’s valuation or slow hyperscaler capex? On rates, I wouldn’t be so sure cuts are off the table. Warsh’s recent comments on QT were widely misread as a hawkish signal, but he was specifically talking about balance sheet normalization. If labor softens into Q3, cuts become very much back on the agenda regardless of where QT stands. On bonds and metals, these are telling different stories and shouldn’t be put together. Gold and silver rising reflects genuine de-dollarization anxiety and fiat distrust, that’s fair. But rising bond yields are a separate signal, pricing in inflation persistence and risk premium, not the same fiat collapse narrative. Conflating the two weakens the point. Equities are probably one of the best assets for investors to protect themselves from inflation. This is much more different than Dotcom. Dotcom was revenue-stage companies with no earnings trading at insane multiples. The hyperscalers driving this rally are printing cash, the demand is real, and the memory and chip bottlenecks are real constraints on a genuinely supply-limited market. And we haven’t even seen edge AI or physical AI start to scale yet. We’re potentially in the early innings of a much larger cycle. Yes there are overvalued names and more volatility and downside is coming, but calling the whole thing a bubble is too much in my opinion.

I agree with you, I’m staying away from tech stocks for now.

For every euphoric investor theres 9 more like me who sees the writing on the wall and holds a significant cash position.

Picks AMD as being ridiculous for its 1 year gain, one of the worst performers in the AI area, just look at any of the memory stocks for the year. That is truly insanity.