Danny Moses, famed "Big Short" trader, warns of a real AI bubble, urging investors to focus on dominant tech firms and cautioning against speculative excess.
#YonhapInfomax #AIBubble #DannyMoses #TechStocks #Amazon #Uranium #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=96578
#AIBubble
#Clankers? In my #BorderPatrol? #AI is more likely than you think.
https://www.404media.co/ice-contracts-company-making-bounty-hunter-ai-agents
OpenAI's Stargate project to consume up to 40% of global DRAM output — inks deal with Samsung and SK hynix to the tune of up to 900,000 wafers per month
#OpenAI #ChatGPT #Stargate #AI #Samsung #RAMshortage #technology #AIbubble
RE: https://social.lansky.name/@hn100/115756499581308796
If past performance is a predictor of future performance, then AI agents actually don't become useful in replacing humans until 2030.
These guys don't have the runway (tech bro term for burning off money) to go on until 2030, and that's the AI bubble.
WTF Is Going On?
@byggvir @DocUnvernunft @STE33PPM @AwetTesfaiesus @ulrich @stullsen naja, nicht wirklich.
- #SpaceX verkauft nicht an #Verbraucher,
- #Amazon als auch #Google & #Microsoft machen am meisten #Profit mit deren #SaaS / #Cloud "Lösungen" #aws, #Azure bzw. #GCP und
- das Geschäftsmodell von #NSAbook aka. #StasiBook aka. #Meta nee #Facebook ist #Datenhehlerei an #Werbefirmen und #Staaten! (Ebenso für alle anderen #AntisocialMedia wie #TikTok & #YouTube…)
- #Bitcoin - wie alle anderen #Shitcoins (insbesondere #Ethereum und #Solana) leben nur von #Geldwäsche, #Gier und #Gierflation! Nur #Monero wird tatsächlich als #Währung zur #Zahlung genutzt!
Die "#AiBubble" saugt #Kapital und #Investitionen aus der #Realwirtschaft ab und ist nominell das einzige was wächst - weil's nen #Krebsgeschwür ist!
- Und sobald diese #Bubble platzt (nicht ob, sondern wann!) wird es sehr hässlich werden wenn nicht instant #Umfairteilt wird!
"De la burbuja al bingo", a buen entendedor...
https://www.technologyreview.com/2025/12/15/1129183/what-even-is-the-ai-bubble/
#aibubble #capitalism #timba #speculation #thefts #thieves #humo #energía #recursos #contaminación #ai #llm #chatgpt #perplexity #openai #meta #amazon #apple #deepseek #anthropic #anthropicclaude
Wall Street eyes the potential for a Santa Claus Rally as AI-driven tech sentiment and key U.S. economic indicators, including jobs and GDP data, shape year-end market direction.
#YonhapInfomax #SantaClausRally #SP500 #AIBubble #MicronTechnology #USGDPGrowth #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=96496
Great, now the #AIBubble has killed the cheapest entry point for PC Gaming, the #SteamDeck. Is no longer produced.
PC Gaming most affordable device is gone. For $549, ya #PlayStation5 and the Steam Deck 512GB OLED.
This is the start of the #Videogames industry contraction.
#Gaming #Games #PCGaming #PC #Steam #Valve #Hardware #Handled #GamingHandleds #AI
Great, now the #AIBubble has killed the cheapest entry point for PC Gaming, the #SteamDeck. Is no longer produced.
PC Gaming most affordable device is gone. For $549, ya #PlayStation5 and the Steam Deck 512GB OLED.
This is the start of the #Videogames industry contraction.
#Gaming #Games #PCGaming #PC #Steam #Valve #Hardware #Handled #GamingHandleds #AI
I'm honestly starting to think these CEOs have a single shared brain cell among them. It would explain a lot.
https://www.techspot.com/news/110653-most-ceos-ready-spend-even-more-ai-2026.html
"It's that classic tech motto: move fast and break things, except in this case you're the things. Your brain is the things."
What Sam Altman Doesn't Want You To Know
https://www.youtube.com/watch?v=l0K4XPu3Qhg
Sam Altman wants to make a deal with us: he'll give us a utopian future, if we give him... everything.
$750 billion in investment. As much electricity as the population of India. And all of our data.
And if he's wrong he'll still profit off of what comes next.
"The secret is out about the potential artificial intelligence bubble — and Wall Street’s sharks smell blood in the water.
Wall Street traders have sharply increased how much they’re spending on “credit default swaps,” which, in case you weren’t paying attention during the movie The Big Short, are insurance derivatives that pay out when a company fails (a form of short).
Investors are shorting Big Tech companies, mainly Oracle and Meta, to “protect [themselves] and create a hedge,” one anonymous credit executive said. That means more and more investors are managing their risk by putting their money on the AI market’s eventual crash — just like in The Big Short.
In the lead-up to the 2008 financial crisis, firms like Goldman Sachs “made a fortune” playing both sides of the economic crash by selling mortgage-backed securities that its executives infamously identified as “shitty,” then also selling credit default swaps (shorts) against these investments as it became apparent they’d fail.
According to data reported by the Financial Times this week, the volume of credit default swaps tied to U.S. technology giants has risen 90 percent just since early September after being reportedly “thin to nonexistent” at the start of the year."
"Meta’s chief artificial intelligence scientist Yann LeCun is in early talks to raise €500mn for his new start-up, in a move that would value the AI company at about €3bn before it has officially launched.
LeCun, who recently announced he would be leaving Meta at the end of the year, has also lined up the founder of French health tech start-up Nabla, Alexandre LeBrun, as chief executive, according to people familiar with the matter.
LeCun, a French-US scientist and Turing award winner who is considered one of the pioneers of modern AI, is targeting a €3bn valuation but discussions were still in the early stages and could change, the people added.
Details of the new venture, called Advanced Machine Intelligence Labs, will be announced in January and LeCun will serve as an executive chair. LeCun declined to comment. LeBrun did not respond to an immediate request for comment.
“As part of a planned, board-supported transition, Nabla co-founder and CEO Alex LeBrun will transition from his role to become CEO of AMI Labs,” said Nabla co-founder Delphine Groll in a statement."
https://www.ft.com/content/d88729c0-c44f-4530-b888-bafa29ee0446
#NVIDIA Isn't Enron - So What Is It?
https://www.wheresyoured.at/nvidia-isnt-enron-so-what-is-it/
And also "We didn't bury the missing neighbours under our patio"
Here is a thing about the #aibubble you will not like, I mean, beyond taking the economy down with it and #Dram and #SSD prices and related trifling matters... #Google is going to be just fine after the #AI decks are swept. The need to reign in their #monopoly will be even more acute. And probably we will be even less willing to take them on. #AI #LLM
Tether CEO Paolo Ardoino warns that an AI industry bubble poses the biggest risk to Bitcoin in 2025, citing high market correlation and potential for joint declines if AI sentiment sours.
#YonhapInfomax #Tether #Bitcoin #AIBubble #CryptocurrencyMarket #PaoloArdoino #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=96352
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