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Are AI stocks about to crash?
Spectator World ^ | 11/17/2025 | Matthew Lynn

Posted on 11/18/2025 9:26:02 PM PST by SeekAndFind

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To: dennisw

Heheh. Eggzackly.


41 posted on 11/19/2025 3:50:18 AM PST by RoosterRedux (“Critical thinking is hard; that’s why most people just jump to conclusions.”—Jung (paraphrased))
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To: delta7

gold n silver prices maintaining compared to NVidia and other AIs


42 posted on 11/19/2025 3:52:17 AM PST by dennisw (There is no limit to human stupidity / )
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To: RoosterRedux

Peter Thiel no longer involved in Palantier day to day ops?


43 posted on 11/19/2025 3:54:07 AM PST by dennisw (There is no limit to human stupidity / )
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To: SeekAndFind

Don’t panic until you see Paul Pelosi sell.


44 posted on 11/19/2025 3:55:00 AM PST by central_va (Xt I won't be reconstructed and I do not give a hdamn...)
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To: delta7
measuring electrons or even paper instruments is a fool's game

I don't disagree, and am not interested in blockchain currency personally. Fiat money also is intrinsically inflationary.

But, if you can keep the illusion going for more than a man's lifetime, the folks who profited from it cannot easily be called fools in a financial sense.
45 posted on 11/19/2025 3:58:02 AM PST by Dr. Sivana ("Whatsoever he shall say to you, do ye." (John 2:5))
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To: dennisw

We don’t really know how active Thiel is in day-to-day. But he is Chairman of the Board and still owns ~70 million shares.


46 posted on 11/19/2025 4:07:41 AM PST by RoosterRedux (“Critical thinking is hard; that’s why most people just jump to conclusions.”—Jung (paraphrased))
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To: delta7

Are you telling me my tulip bulb stash is in jeopardy??

I was assured by my broker this will come back full circle and be worth their weight in gold soon...


47 posted on 11/19/2025 4:11:25 AM PST by Abathar (Proudly posting without reading the article carefully since 2004)
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To: SeekAndFind

Tomorrow morning we will know whether to cash out or go on a buying spree. NVidia was 183 last I checked. I bought it at 179 and I should have gotten out at 212. I didn’t, so I am in it for the long term.


48 posted on 11/19/2025 4:17:28 AM PST by EQAndyBuzz (Quiet! Quiet Piggy!)
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To: SeekAndFind

I hear this electricity thing is going to take all the jobs in the textile plants. We cannot have that!!

AI is coming. The value of a stock or two is not changing that. It would be best to get ahead of that train rather Han try to push back on it.


49 posted on 11/19/2025 4:18:37 AM PST by Vermont Lt
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To: Nervous Tick

You havent watched garbage get collected lately. The automation in namazing.


50 posted on 11/19/2025 4:21:18 AM PST by Vermont Lt
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To: RoosterRedux

Thiel has other economic pursuits these days, as Palantir is humming along nicely with prime FedGuv contracts. Some of them privacy invading facial recognition AI.


51 posted on 11/19/2025 4:26:23 AM PST by dennisw (There is no limit to human stupidity / )
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To: dennisw

The big move for Palantir now is the commercial side of its business. Alex Karp says the commercial side is growing at twice the rate of its government segment (and the gov. segment is growing at 50%).


52 posted on 11/19/2025 4:38:39 AM PST by RoosterRedux (“Critical thinking is hard; that’s why most people just jump to conclusions.”—Jung (paraphrased))
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To: Dr. Sivana
Right now, Bitcoin looks more like "Bitcorn".
53 posted on 11/19/2025 4:50:55 AM PST by equaviator (Nobody's perfect. That's why they put pencils on erasers!)
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To: Nateman

Agree on Bitcoin & AI. Associating the two as “the same” is a mistake. Although “post quantum cryptography” technologies are already being offered (Infineon, STM, ...) to safeguard against the use of quantum computing to crack encryption.

...not hearing anyone “super concerned” right now.

As far as an “AI stock crash”....unless the demand for its use is dropping, I have a hard time believing it will. So many are using it everyday, it’s not just a promise to be useful. Unlike the dot-com bubble, where anyone with a website concept was getting rich.


54 posted on 11/19/2025 4:54:25 AM PST by fuzzylogic (welfare state = sharing of poor moral choices among everybody)
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To: Nervous Tick

I don’t know much about AI or what can be accomplished with it, but I DO know of some things that can be done with it & they are definitely NOT Good at least part of the time. Wouldn’t be sorry to see it go down the tubes.


55 posted on 11/19/2025 5:11:36 AM PST by oldtech
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To: EQAndyBuzz

AI policing in streets and stores will need cheap chips, otherwise they’ll be stolen.

AI weeders, pickers and mowers will need cheap chips.

AI weapons will be a smaller market, and those chips should be suitable for military use.

It’s very important to hit and own the chip price/power sweet spot.


56 posted on 11/19/2025 5:12:23 AM PST by Brian Griffin
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To: SeekAndFind

There was a guy looking for accounting auditors recently.

Even something like auditing is currently above AI capability.


57 posted on 11/19/2025 5:14:56 AM PST by Brian Griffin
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To: SeekAndFind

Alexa, fix the inflation problem.

Yes, Don


58 posted on 11/19/2025 5:16:02 AM PST by Brian Griffin
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To: SeekAndFind

AI is proving, to everyone’s surprise, to be a house of cards.

So many AI results are faulty, erroneous, bogus, that it is proving - at least for now - to be unreliable.

A solid reason for AI stocks to tumble.......


59 posted on 11/19/2025 5:18:20 AM PST by Arlis
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To: Vermont Lt

“ Over 98% of the retail clothing sold in the United States is imported. This indicates a very high reliance on foreign textiles for the U.S. market”

We basically have no textile industry. Thank a Free Traitor.


60 posted on 11/19/2025 5:29:57 AM PST by central_va (Xt I won't be reconstructed and I do not give a hdamn...)
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