.com bubble calling. China is moving away from USD and us markets. Big players have been filling the voids of china's exit (japan mostly) but if others follow china's exit there will be nobody to fill the gap and this accelerates massively. Only a matter of time. If they didn't want tech to burst they wouldn't have pumped on trillions of dollars of ai expendature that cannot feasably show returns for 99% of the companies involved.
i found this ticker in my brokerage but it's says "KODIAK AI INC. C/WTS 25/09/2030(TO PUR COM) (KDKRW)". Does this mean the warrants could be exercises in 2030 only?
> Gold Pullback
Happening because the market is manipulated. Gold cannot be expensive because of its utility in the technology space. But overall the gold pullback will begin to cause panic. Max fear begins when we break down to 3800 again.
> AI companies investing in their customers
Money moving from one hand to pay itself back. This is just a cyclical movement of money and not good in any capacity. Look at Nvidia investing in xAI
TSLA earnings is going to be the first of an AI domino.
> 🇺🇸 instability and government shut down.
Lack of Data on consumer and the economy is likely going to result in no October rate cut. I have 300 buys on no rate cut on a prediction market app.
> Peace everywhere but domestically
The war machine is revving but for what? The 🥭 man is claiming peace but ordering larger and larger munitions and bs from arms dealing manufacturers. What is he ramping up for? Civil instability will cause the domestic us investor to begin panicking.
> US deals but no budget
The US is taking equity investments in all these mining and technology companies. What are they going to order? How are they going to pay if there’s no federal budget. The longer the shutdown goes the more uncertainty will rise and the more you’ll see money fleeing or being thrown into silver as people pull back from gold. (We’re already seeing)
> Retail driving up prices
Firms have been slowly pulling out money while retail fills the space. And if the firms want back in they’re going to want to pay rock bottom prices and they have the tools to make it happen.
This was literally the precursor to both the dot com market crash AND THE GREAT FUCKING DEPRESSION.
We’re in it deep now boys and girls, buckle the fuck up.
Positions -
ALPD - 150sh (selling at premarket)
SPY 605p x10 - 10/29
Mate. AI is in a bubble.
It’s not grand knowledge. AI is being slapped on everything, and people are investing in it blindly.
The dot com bubble burst because random companies got huge valuations for slapping together a website. When the bubble burst it tanked the vapourware companies.
The internet didn’t fail as a concept and a lot of companies still made bank.
Today we have companies slapping AI on random shit and seeing stock rise.
That’s the bubble. That’s the risk.
A recent note published by Deutsche Bank analysts Adrian Cox and Stefan Abrudan cited data showing that a $10,000 investment in stocks in 1996, during the heady days of the dot-com rally but also before its collapse in March of 2000, would be worth around $170,000 today.
However, that pile would be “less than half as much if you’d missed the 10 best days and a quarter as much if you’d missed the 20 best days” of the market’s moves since then.