Forum | AI bubble about to pop? by Swansea_Blue

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AI bubble about to pop? 09:41 - Nov 18 with 2651 views

Carol Cadwalladr has been trying to chase and make sense of the money around this (e.g. https://broligarchy.substack.c and now we have the Google boss admitting it is a bubble https://www.bbc.co.uk/news/art

There have been rumblings but this is the first time I’ve seen the Beeb put the concerns front and centre.

Anyone with an interest in the industry or financing/investing in it that can help make sense of whether this is something to worry about?

(All I know is that the AI summary function on Google is thoroughly unreliable!)

[Post edited 18 Nov 2025 9:44]

Poll:

Do you think Pert is key to all of this?

AI bubble about to pop? on 14:51 - Nov 18 with 280 views

Swansea_Blue

AI bubble about to pop? on 12:52 - Nov 18 by nrb1985
In the case of NVDA, probably quite simple in that he's selling some ytd winners and looking at some things that have a bit more juice in the trade. Apple has had a big run recently but still quite low levels of enthusiasm for it at the moment and valuation is still modest. Microsoft is just an amazing company full stop and I, like many, always try to add to my position on on any weakness.

Thiel selling up? Yeah, I wasn’t reading too much into that. Presumably that happens all the time with people cashing in on what they see as a high and buying back if/when prices drop a bit. Although my understanding of the stock market is no more advanced than that of AI (I.e. non existent).

Poll:

Do you think Pert is key to all of this?

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