6 pointsby roschdalan hour ago5 comments
  • FergusArgyll8 minutes ago
    At least AI is not depressed all the time and trying to make everyone lose their money
  • bigyabaian hour ago
    Shorting Nvidia this late into the game would just reward the people going long on the stock, perpetuating the bubble with your own hubris.
    • roschdalan hour ago
      Nvidia P/E ratio 34.47. should be 10.
      • bigyabai44 minutes ago
        It can get even higher.
        • roschdal41 minutes ago
          I can remain irrational far longer than AI stocks can pollute nature, pillage earth and cause drought and heat related fires.

          Today is the Terminator AI moment.

          • bigyabai36 minutes ago
            > I can remain irrational far longer than AI stocks can pollute nature

            AI, pollution, eminent domain and global warming will all outlast you.

            > Today is the Terminator AI moment.

            Try mid 1990s, the earliest deployment of autonomous-kill weapons like the Patriot System and CBU-97 SFW.

  • dieselgatean hour ago
    > Humans are better than AI. Sure.

    > sell our AI stocks... and pop the AI bubble

    Not sure it works that way, unfortunately. e.g. index funds

  • __patchbit__an hour ago
    Routes. Resources. AI. Accelerated Infrastructure. What is there to not like?
    • roschdalan hour ago
      I don't like the AI datacenters, Sam Altman and Claude slop.
  • JoshTriplettan hour ago
    Standing reminder: The market can remain irrational longer than you can remain solvent.
    • roschdalan hour ago
      My intuition tells me I am right about this one.