Right now it looks to me like AI basically is eating everything and it might eat itself. What I mean by that is not produce adequate profits. When we look at the bubble question on AI, what a lot of people don't realize in bubbles is that through all technologies they think that they are betting on the technology when they buy the stocks and the companies.That's not true. There's a giant difference between the behavior of the companies and the behavior of the technologies. The norm is that a lot of companie ...

While parabolic moves often take asset prices higher than most investors would think possible, the out-of-this-world spikes tend to occur at the end of a cycle. In our view, the bubble today is not in AI, but in gold. An upturn in the dollar could pop that bubble, a la 1980 to 2000 when the gold price dropped more than 60%. ...

you know, when this goes, it's going to go hard. You just don't want to be in the blast radius, right. Fast forward 10 years and nothing's changed.And now AI is going down that same road. And the companies that are giving us these AI chat bots are spying on what we talk about and are using that to train. They're experimenting with adding advertising into the chats.I mean, all of the horrors of social media are coming back in a way that's even worse with AI. So, not only were we unable to change it, it's now ...

Group 1 - Structural tailwinds are favoring silver, indicating a positive outlook for the metal in the market [1] - Potential export restrictions by the U.S. and China could further tighten the already stretched physical market for silver [1]

The US stock market is poised to be kept on edge next year as investors are caught between fear of missing out on the AI rally and concern that it’s a bubble just waiting to burst. https://t.co/YZGv6SQHRa ...

AI Boom & Data Centers - The AI boom is considered real, and the focus should be on when it will end rather than if it's a bubble [1] - Debt is fueling the AI cycle by financing the data centers needed for AI compute [2] - Every AI company claims increased compute leads to increased revenue, which could indicate whether or not a bubble exists [2][3] - The ROI from AI investments is currently present, with consumers and enterprises deriving value [3][4] - Demand for data centers is high in the private markets [5] Private vs Public Markets - Private markets show broader enthusiasm for AI compared to public markets [6] - There may be more scrutiny and differentiation between potential winners and losers in the public markets [6] IPOs & Market Conditions - IPOs offer benefits like capital raising for data center construction and providing liquidity to employees, founders, and investors [9] - The market needs sufficient capital formation and secondary/exit liquidity to meet the needs of AI companies [10] - After a Q1 hiccup, the IPO market has largely returned to normal, supported by a stable/cutting Fed and a public market up 17% year-to-date [10][11][12] - IPO volumes are up 18% this year, with total proceeds up 89% [12] - The average IPO is up 30% this year [12]

Some everyday investors, who have snapped up shares of tech companies that are pinning their futures on AI, now fear they might be in the midst of a bubble https://t.co/4iA2U2Teqe ...

Asset managers are shrugging off worries about a bubble and remain in risk-on mode, a Bloomberg survey shows https://t.co/i5OuDc3DGr ...

Today there is no shortage of people worried that a bubble is forming. Those trying to time the market may want to turn to these non-traditional measures https://t.co/FpgiuGALqg ...

Even for the very best investors, identifying a bubble is a good deal easier than judging when it will burst. But these strategies might helphttps://t.co/90SMD3EYaLIllustration: Harry Haysom https://t.co/7aPusKDAmH ...