An AI market collapse would be a boon to the global tech economy. Every business is being limited by ram prices.
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Is it finally happening? Do we put up the Ron Paul meme?
I hope the selloff continues forever.
Articles like this are just exhausting. Todays dip equals a single day of gains from [pick a day this month]
When do they start jumping off of buildings?
I’m on the nothing ever happens train. The market fluctuates. Space x was down below offering then it was up again, now it’s at like 156. The market goes down it goes up. Nothing changes.
The fact that there wasn't a bigger sell off when they banned Fable 5 is ridiculous. The stock market doesn't represent real conditions at all.
Why would that trigger a sell off? It was an official US government stamp of approval that "These things are so dangerous and powerful we have to treat them as weapons." It was bullshit but it played straight into Anthropic's story.
In a "free market" it would be a worrying sign that the government can just tell one of the highest valued corporations "nope, we're not permitting you to do that, your entire business model is dictated by us". But we don't have a free market, and the stock market doesn't represent the reality of the situation, just like how valuations of AI companies keep going up even though something like GLM-5.2 exists. I think investors are probably just dumb, and we're in a bubble.
Meanwhile, AAPL is more or less steady, and certainly not plummeting in formation with the hyped AI stocks. I bet their investors are feeling good about being left behind.
Apples nextOss is heavy into AI. Everyone acts like they're outsmarted everyone. They failed I'm not saying it won't work out but they tried to get into AI 2 years AFO and it didn't work.
This is the fascist oligarchs selling off the gains they've manufactured. They're stealing hundreds of billions from the global workforces retirement funds; soon to be trillions.
But some economists have warned that the influx of AI spending is a bubblereminiscent of the dot-com bubble that burst in the early 2000s. Seven tech companies make up 30% of the S&P 500’s value.
Just “some”, huh.
2% this 5% that, wake me up when its 30%
Even 30 will be just a blip. It needs to be well over 95% for them to actually feel any pain. Problem is of course that all of this will be paid for by poor people, as usual.
Headline: "AI STOCK SELLOFF!!!"
glances at stock chart YTD

:-/
All three major US indices have hit record highs this year, riding off a rush of funding to support AI technology and infrastructure. Nasdaq is up 10% for the year, while the Dow jumped 6% so far this year, breaching past 51,000 points, and the S&P 500 is up 7.3%.
But some economists have warned that the influx of AI spending is a bubble reminiscent of the dot-com bubble that burst in the early 2000s. Seven tech companies make up 30% of the S&P 500’s value.
Did you not read the article?
some economists have warned
We've been getting this warning for years. Over the same time, the value of these stocks have not diminished.
Did you not read the article?
It's the exact same article that gets printed twice a month going on 40 years.
I would bet even money that it is itself AI generated, at this point.
There is little evidence that a differentiating factor between an economic bubble and genuine economic growth surrounded by a halo of hype is the duration that the growth can sustain itself.
What determines whether a bubble pops or not is not logic but rather belief, there are numerous documented instances of bubbles that were loudly talked about and systematically ignored by those in power that sustained themselves for many years before everything came crashing down.
This isn't magic, the bubbles in reality pop much earlier and usually multiple times once the numbers don't add up, but the costs are obscured and offloaded to the environments around the bubble so that the entire collective pie diminshes but the relative power and perception of value in the bubble is retained right up until a more systematic collapse occurs.
No this is not the same article, there is a diverse variety of reporting on the financial scam that AI embodies multidimensionally.
What determines whether a bubble pops or not is not logic but rather belief
Well... there's harder economic realities that people eventually bump into. And that shapes belief in the credit markets and the investment banks.
For instance, Greenspan hiking interest rates from 2006 to 2008 was what put Lehman Brothers and Bear Sterns under pressure to cover an escalating interest payment. When they began to default, all their creditors panicked (justifiably) and began withholding shorter term lending. And that accelerated the collapse. But because of the network of interbank lending, Lehman tugged on the strings of Goldman, WellsFargo, BoA, JP Morgan...
It wasn't just vibes. There was a material credit crisis resulting in Bear Sterns - specifically - not having enough money in the till to pay its credit notes. And because everyone was so highly leveraged, there was a real accountable cascade of defaults.
In theory, bigger institutions could have backstopped the slide by offering even more generous credit terms (which is what the Federal Reserve / US Treasury ultimately did). The "vibes" part was the risk/reward analysis. Everyone could see the looming risk. Relatively few executives could conceive of the long-term consequences of a collective bank run.
Same thing this time but since Banks aren't allowed to be this blatantingly shady Private Credit/Equity is is playing the role of facilitator of collapse.
Banks aren’t allowed to be this blatantingly shady
😆
Private Credit/Equity is is playing the role of facilitator of collapse
Which are just a backchannel for the original Banksters, in the same way that Bear Sterns and SVB were back doors for the bigger and more heavily regulated formal banking sector prior to their own implosions.
Good. Anything to be able to buy ram in 2026
It's as if under trump stock markets are even more separated from reality, if anyone else ever wants to come in and fix all of this, they will suddenly be the worst president ever because "number go down" in order to actually try and have an economy that is based in reality.
That said with US debt they can never truly be based in reality.
They’re never going to pay back the debt; that was never the plan. the Trump-Epstein class is just stealing everything they can while they can still get away with it. They will either print their way out via hyper inflation or more likely replace the dollar with some crypto shit coin.
Regardless the longer this distortion persists the greater the blowback.
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