vanadiel007 I am hoping the AI bubble slowly dissipates rather than go boom. If it goes boom we are all in deep trouble as it will affect the price of almost any consumer product or good. And the affect will not be in a positive way for consumers. Reply
logainofhades I disagree, as the AI shortages are making the cost to do business higher. Not just in PC and phones. The auto sector with all the fancy tech they put into vehicles these days are going to feel the crunch too. They need ram to run that junk. Reply
daworstplaya Let's hope the bubble does go boom! People are starting to realise what most of us already knew. The ROI based on the current level of investment just isn't there. There is a use for AI, it's just not as prevalent as the Tech companies would like you to believe. Reply
TechieTwo Clearly someone doesn't think the AI or other market "bubbles" are popping as stocks gained dramatically today by those betting on growth in stock values. The DOW hit an all time high above 50,000. Reply
derekullo TECL is up 11% today! https://landblife.com/cdn/shop/products/LK709.jpg?v=1675448277 Ironically the area that took the biggest beating the last few days weren't tech stocks … Silver Reply
derekullo daworstplaya said: Let's hope the bubble does go boom! People are starting to realise what most of us already knew. The ROI based on the current level of investment just isn't there. There is a use for AI, it's just not as prevalent as the Tech companies would like you to believe. AI is awesome. It may not currently be the best choice for long complicated tasks, but it's perfectly acceptable for numerous easier tasks. Just yesterday one of new guys did inventory in the IT closet … by hand … I had chatgpt digitize each of his 11 pages and convert to csv. Gemini only had about 3 easily correctable mistakes on each page On a more personal note … I couldn't draw a straight line to save my life, but with Gemini I'm much closer to Rembrandt than without! Reply
alan.campbell99 I have been wondering if any tech companies will sit out this insane AI-related capex or at least not do it to such agree, whether that would end up as a beneficial move. Could be that way for Apple. I'd agree that AI isn't going away completely, that there are limited use cases, certainly uses from back when it was called machine learning. Things like assisting with power circuit routing in highly complex ICs. Reply
hotaru251 investors are antsy about long-term planning becoming never-ending spending duh? We don't have "ai" like people think of when they think of "ai". What we have is a shame of "ai" that has no profitability in future. Meme media creation isnt covering the investment. Outside medical & other niche science fields the "ai" will never be of use to the masses enough to purposefully buy into it. You will never make back the $ already spent into it let alone further investing. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/big-tech/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/big-tech/big-tech-stocks-take-a-usd1-trillion-tumble-as-projected-ai-spending-continues-to-outweigh-revenue-investors-antsy-about-long-term-planning-becoming-never-ending-spending#main
- https://www.tomshardware.com
- Nemotron Labs: How AI Agents Are Turning Documents Into Real-Time Business Intelligence
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- NVIDIA Unveils Multi-Agent Intelligent Warehouse and Catalog Enrichment AI Blueprints to Power the Retail Pipeline
- Nemotron Labs: How AI Agents Are Turning Documents Into Real-Time Business Intelligence
- I stuck with the same PC controller brand for four years – here's what to look for in your next gamepad
Informational only. No financial advice. Do your own research.