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46 minutes ago [-]
FergusArgyll 58 minutes ago [-]
At least AI is not depressed all the time and trying to make everyone lose their money
dmvjs 31 minutes ago [-]
you first
roschdal 35 minutes ago [-]
the AI emperor is naked.
bigyabai 2 hours ago [-]
Shorting Nvidia this late into the game would just reward the people going long on the stock, perpetuating the bubble with your own hubris.
roschdal 2 hours ago [-]
Nvidia P/E ratio 34.47. should be 10.
bigyabai 2 hours ago [-]
It can get even higher.
roschdal 2 hours ago [-]
I can remain irrational far longer than AI stocks can pollute nature, pillage earth and cause drought and heat related fires.
Today is the Terminator AI moment.
bigyabai 1 hours ago [-]
> I can remain irrational far longer than AI stocks can pollute nature
AI, pollution, eminent domain and global warming will all outlast you.
> Today is the Terminator AI moment.
Try mid 1990s, the earliest deployment of autonomous-kill weapons like the Patriot System and CBU-97 SFW.
dieselgate 2 hours ago [-]
> 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
__patchbit__ 2 hours ago [-]
Routes. Resources. AI. Accelerated Infrastructure. What is there to not like?
roschdal 2 hours ago [-]
I don't like the AI datacenters, Sam Altman and Claude slop.
VirusNewbie 7 minutes ago [-]
why do you like normal data centers but not "AI data centers"? What do you think the difference is? When does a normal data center turn into an AI data center?
JoshTriplett 2 hours ago [-]
Standing reminder: The market can remain irrational longer than you can remain solvent.
roschdal 2 hours ago [-]
My intuition tells me I am right about this one.
bigyabai 2 hours ago [-]
Your intuition has been telling you this same thing for years, now:
If you shorted Nvidia back when you started complaining, you would not be any richer or better-off today. I'm not an AI maxi, but you've let your own emotions poison your understanding of the AI market segment.
toomuchtodo 1 hours ago [-]
Grab a coffee with Leopold Aschenbrenner, ask how their experience with intuition went. You must be right, on time, and with sufficient capital behind you to win.
lesuorac 41 minutes ago [-]
Arguable he had all 3. He was right about the market going up for AI, he was right about the years, and he had double-digit billions behind him.
It's just there's no sufficient capital when you decide to re-leverage to 4x every time you can.
toomuchtodo 41 minutes ago [-]
He was too early.
tanseydavid 1 hours ago [-]
Another standing reminder:
LONG position: potential losses (FIXED), potential gains (INFINITE)
SHORT position: potential losses (INFINITE), potential gains (FIXED)
Today is the Terminator AI moment.
AI, pollution, eminent domain and global warming will all outlast you.
> Today is the Terminator AI moment.
Try mid 1990s, the earliest deployment of autonomous-kill weapons like the Patriot System and CBU-97 SFW.
> sell our AI stocks... and pop the AI bubble
Not sure it works that way, unfortunately. e.g. index funds
https://news.ycombinator.com/item?id=45530497
https://news.ycombinator.com/item?id=44203174
https://news.ycombinator.com/item?id=41093016
If you shorted Nvidia back when you started complaining, you would not be any richer or better-off today. I'm not an AI maxi, but you've let your own emotions poison your understanding of the AI market segment.
It's just there's no sufficient capital when you decide to re-leverage to 4x every time you can.
LONG position: potential losses (FIXED), potential gains (INFINITE)
SHORT position: potential losses (INFINITE), potential gains (FIXED)