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When do you think the AI bubble will burst?
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chmod755 feddit.org chmod755@feddit.org
Joined: 2025-03-03
Quote

...and which stocks are most likely affected?

7   Original
lurch (he/him) sh.itjust.works lurch@sh.itjust.works
Joined: 2023-10-04
#2 · Quote Reply

idk when, but Nvidia will be very affected, like dropping 95% or so. Google and Ms will suffer, too.

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CompactFlax discuss.tchncs.de CompactFlax@discuss.tchncs.de
Joined: 2025-02-14
#3 · Quote Reply

Oracle is over leveraged.

The neoclouds will be penny stocks.

All the gains since 2022 and more will be wiped from the hyperscalers, but some will come back as they do have a valid business - just without the growth.

Most of us will be left holding a bag of debt; the lucky ones will have an opportunity to buy up a lot of chips without homes for pennies. Whether they’re worth it, I’m not sure.

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11111one11111 lemmy.world 11111one11111@lemmy.world
Joined: 2023-11-19
#4 · Quote Reply

Oracle is over leveraged. The neoclouds will be penny stocks. All the gains since 2022 and more will be wiped from the hyperscalers, but some will come back as they do have a valid business - just without the growth. Most of us will be left holding a bag of debt; the lucky ones will have an opportunity to buy up a lot of chips without homes for pennies. Whether they’re worth it, I’m not sure.

I think hardware stocks will be fine. Its guna mostly affect software related stocks and stocks for companies heavily invested in ai software.

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lurch (he/him) sh.itjust.works lurch@sh.itjust.works
Joined: 2023-10-04
#5 · Quote Reply

I think hardware stocks will be fine. Its guna mostly affect software related stocks and stocks for companies heavily invested in ai software.

nah, there will be panic sells and algorithms quickselling more than the market can absorb. it will also affect hardware stocks

1
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