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Started By
Message
Are AI stocks the next "dot com bubble" ?
Posted on 9/26/25 at 9:56 am
Posted on 9/26/25 at 9:56 am
I'm not gonna be surprised to see the drop hatch get pulled on a lot of these stocks.
12
Posted on 9/26/25 at 9:58 am to FAT SEXY
Absolutely a bubble. I lived the Dot Com Bubble, it is eerily similar.
This post was edited on 9/26/25 at 9:59 am
Posted on 9/26/25 at 10:32 am to MekaWarriors
quote:There's a key distinction.
Absolutely a bubble. I lived the Dot Com Bubble, it is eerily similar.
Posted on 9/26/25 at 11:09 am to FAT SEXY
I think we need to get specific about this.
Let the charts start the conversation.
So are we in an AI bubble?
There are many pure AI plays that are at terrific and healthy multiples.
I could add a bunch.
We're seeing that the pure innovative tech company names are tremendously overvalued and heavily speculated on. Namely, Quantum and Robotics.
Let the charts start the conversation.
So are we in an AI bubble?
There are many pure AI plays that are at terrific and healthy multiples.
I could add a bunch.
We're seeing that the pure innovative tech company names are tremendously overvalued and heavily speculated on. Namely, Quantum and Robotics.
This post was edited on 9/26/25 at 11:29 am
Posted on 9/26/25 at 11:18 am to FAT SEXY
There's a ton of AI skeptics around. Hell, Sam Altman himself said recently that "someone will lose a phenomenal amount of money." A new MIT report found that 95% of enterprise AI pilot programs are failing to move the profit needle.
There is a structural difference from 2000. Dot-com startups relied on capital venture funding and when that disappeared they failed. Today's AI investors are trillion-dollar firms with oceans of cash with politicians on speed dial. How many decades did we look at Microsoft and Apple and wonder what they were going to do with all their cash? These companies can fund AI missteps indefinitely.
If we are in a bubble, then it may not burst so much as deflate slowly.
There is a structural difference from 2000. Dot-com startups relied on capital venture funding and when that disappeared they failed. Today's AI investors are trillion-dollar firms with oceans of cash with politicians on speed dial. How many decades did we look at Microsoft and Apple and wonder what they were going to do with all their cash? These companies can fund AI missteps indefinitely.
If we are in a bubble, then it may not burst so much as deflate slowly.
Posted on 9/26/25 at 11:18 am to bayoubengals88
quote:
So are we in an AI bubble?
There are many pure AI plays that are at terrific and healthy multiples.
I could add a bunch.
We're seeing that the pure innovative tech company names are tremendously overvalued and heavily speculated on. Namely, Quantum and Robotics.
I do not hate AI and I am currently invested in several positions, however the level of speculative investing (especially on the retail side) terrifies me. Most people do not fully understand what AI truly is and what the proper applications for it are. We are also seriously behind on generation capacity to fuel the current growth. Just as in the Dot Com crash, many companies will come out the other side but many, many more will cease to exist.
Posted on 9/26/25 at 11:29 am to RoyalWe
quote:
with politicians on speed dial.
Man, this is a massive understatement!
Posted on 9/26/25 at 11:32 am to RoyalWe
quote:Precisely. Well said.
There is a structural difference from 2000. Dot-com startups relied on capital venture funding and when that disappeared they failed. Today's AI investors are trillion-dollar firms with oceans of cash with politicians on speed dial. How many decades did we look at Microsoft and Apple and wonder what they were going to do with all their cash? These companies can fund AI missteps indefinitely.
Who funded AMZN, eBay, and Yahoo? Versus who's funding Nebius and CoreWeave?
This post was edited on 9/26/25 at 11:35 am
Posted on 9/26/25 at 11:40 am to FAT SEXY
A lot of smart replies here.
I think we’re definitely the beginning of a bubble but the key difference is there are billions of dollars being spent building AI infrastructure. Companies are spending billions trying to figure out how to utilize AI. There are backlogs on production and sales. This isn’t speculative based on what we think may happen ….these are actual revenues.
The bubble risk won’t present itself until the build out has played out and we see who the survivors are and what the end usage looks like. In the meantime, I’m looking at it as a play to follow the money on the build out.
The biggest risk I see is a macro event that scares everyone and the air comes out of the trade. I’m traditionally a buy and hold guy but on this I’m very twitchy about bailing if something happens.
I think we’re definitely the beginning of a bubble but the key difference is there are billions of dollars being spent building AI infrastructure. Companies are spending billions trying to figure out how to utilize AI. There are backlogs on production and sales. This isn’t speculative based on what we think may happen ….these are actual revenues.
The bubble risk won’t present itself until the build out has played out and we see who the survivors are and what the end usage looks like. In the meantime, I’m looking at it as a play to follow the money on the build out.
The biggest risk I see is a macro event that scares everyone and the air comes out of the trade. I’m traditionally a buy and hold guy but on this I’m very twitchy about bailing if something happens.
Posted on 9/26/25 at 11:41 am to SquatchDawg
quote:
The bubble risk won’t present itself until the build out has played out and we see who the survivors are and what the end usage looks like. In the meantime, I’m looking at it as a play to follow the money on the build out.
Absolutely spot on!
Posted on 9/26/25 at 11:50 am to FAT SEXY
Yes. Profit while you can. Keep moving your stops up.
Posted on 9/26/25 at 12:28 pm to FAT SEXY
Meanwhile, if this isn't a real use case, I don't know what is...
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/26/25 at 12:53 pm to bayoubengals88
quote:
Meanwhile, if this isn't a real use case, I don't know what is...
We use AI controlled autonomous forklifts to move material around our facility as well. They work pretty well and have nearly removed the human error component from that portion of our process. We are looking at applications to help with PLC programming and running portions of our Quality process as well.
This post was edited on 9/26/25 at 12:54 pm
Posted on 9/26/25 at 1:49 pm to MekaWarriors
For the record, I believe AI will be famously successful and profitable. We are stumbling trying to figure out and develop the use cases, but we will and the gains will be phenomenal. The great thing is that the benefits will be cross-sector. If I'm wrong, I still don't expect the bubble to pop...just deflate.
Posted on 9/26/25 at 2:10 pm to RoyalWe
quote:
There is a structural difference from 2000. Dot-com startups relied on capital venture funding and when that disappeared they failed. Today's AI investors are trillion-dollar firms with oceans of cash with politicians on speed dial. How many decades did we look at Microsoft and Apple and wonder what they were going to do with all their cash? These companies can fund AI missteps indefinitely.
If we are in a bubble, then it may not burst so much as deflate slowly.
Well said!
AI can be a powerful tool with tons of potential utility, but we're just stepping out of the starting blocks right now. Over time companies will refine these systems and try to use them in ways which will make some companies future staples in society and tech and break others.
Posted on 9/26/25 at 2:22 pm to RoyalWe
The AI boulder has already started rolling down the hill, I believe there will be several big players to emerge out the other side. While I do not work in this industry I have read several books that led me to buy Palantir when it was $27. The applications are both exciting and terrifying, it has been used to complete task that were once thought to be impossible.
From an investment standpoint, I realize the differences to the Dot Com Bubble. My opinion is that all this speculation will come crashing down (maybe it will be more of a deflation) but I see so many people discussing ChatGPT, Grok, etc. believing that is what AI is and that is but a tiny, tiny fraction of what AI is. This leads me to believe the retail side of this is greatly uninformed.
From an investment standpoint, I realize the differences to the Dot Com Bubble. My opinion is that all this speculation will come crashing down (maybe it will be more of a deflation) but I see so many people discussing ChatGPT, Grok, etc. believing that is what AI is and that is but a tiny, tiny fraction of what AI is. This leads me to believe the retail side of this is greatly uninformed.
Posted on 9/26/25 at 3:12 pm to MekaWarriors
quote:
Books
Lay 'em on me.
Posted on 9/26/25 at 3:28 pm to FAT SEXY
Which stocks are people referring to when they say AI stocks? I genuinely don’t know.
ETA: Palantir has to be one. Definitely kind of expensive. Tesla?
ETA: Palantir has to be one. Definitely kind of expensive. Tesla?
This post was edited on 9/26/25 at 3:36 pm
Posted on 9/26/25 at 3:57 pm to beaverfever
quote:
Which stocks are people referring to when they say AI stocks? I genuinely don’t know.
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