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Let's all sell our AI stocks, short Nvidia and pop the AI bubble

Let's all sell our AI stocks, short Nvidia and pop the AI bubble

7 pointsby roschdal21 comments

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  • Hacker News
  • AI is a generational attack on working people everywhere by the capitalized class.

    It has earned our animosity, especially if the attack looks like it will actually go through.

    And, ironically, I don't think the capitalized even understand that they are building a giant guillotine for themselves, as if the buildout billions are well-spent, there would necessarily be a communist revolution, and it would be bloody. No one eats safely around the starving.

    Without a horse in this race, I'm fascinated to see which the market chooses: machine-god + self-annihilation, or humiliation + bankruptcy.

    Either way, there is nothing like the present configuration on the other side. Its a political, not technological, singularity.

    by 1attice
  • Yes, exactly, I agree.
    by roschdal
  • the AI emperor is naked.
    by roschdal
  • Standing reminder: The market can remain irrational longer than you can remain solvent.
    by JoshTriplett
  • My intuition tells me I am right about this one.
    by roschdal
  • you first
    by dmvjs
  • Routes. Resources. AI. Accelerated Infrastructure. What is there to not like?
    by __patchbit__
  • I don't like the AI datacenters, Sam Altman and Claude slop.
    by roschdal
  • > 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

    by dieselgate
  • It wouldn't do much more than drive down their stock prices. If you really want to pop the AI bubble, everyone would have to stop spending on AI-related subscriptions. The equity these companies already raised is done, that money has changed hands..the real lever is the debt that is/was used to fund them now. If the interest on that debt can't be paid, and/or the principal returned at maturity, and/or various debt covenants are broken...that's how this really ends. The first step for a company to be able to solve the first two problems, and avoid the last one, is revenue..without it, every below it goes unpaid.
    by RoundingError1
  • Not your personal army.
    by gaws
  • It's nowhere near what is talked about here.
    by roschdal
  • At least AI is not depressed all the time and trying to make everyone lose their money
    by FergusArgyll
  • False
    by roschdal
  • Shorting Nvidia this late into the game would just reward the people going long on the stock, perpetuating the bubble with your own hubris.
    by bigyabai
  • Nvidia P/E ratio 34.47. should be 10.
    by roschdal