Whether the stock market is in an AI bubble is actively debated. AI mega-caps have driven recent gains at premium valuations that some compare to past speculative manias. Proponents point to real revenue growth and measurable productivity gains, while critics highlight concentrated risk, frothy pric...

It will be like the dot-com era with lots of hype, scams, and immature products. But this is not just a puff, it is a means of production. In media I can clearly see how fast the adoption is happening.

There are companies levering to the tits to buy GPUs right before Deepseek V4 comes out and reduces need for GPU between 10-50x. It would be like levering to the tits on the basis of memory size to build a floppy disk factory just as nand memory usb sticks come out.