- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Are AI stocks the next "dot com bubble" ?
Posted on 9/29/25 at 1:44 pm to LSUcam7
Posted on 9/29/25 at 1:44 pm to LSUcam7
quote:
A local restaurant here has a great AI agent they use instead of taking anyone’s time to maintain the phones.
I had a real bad experience with one of these last week. Don’t have any desire to do that again.
0
Posted on 9/29/25 at 2:22 pm to LSUcam7
quote:Couldn't have said it better.
Companies investing in AI are profitable. Many of the companies receiving the CAPEX are making real revenue from that CAPEX.
But so far AI itself isn’t driving any substantial revenue as a technological innovation. Will it change everything? Probably.
But so did the internet.
Price matters. Thats all I can encourage everyone to keep in mind who is heavily tied to the AI trade.
It's hard to envision a world in which a suitable annual return on the hundreds of billions being deployed is going to be earned.
Posted on 9/30/25 at 7:11 am to Big Scrub TX
So are you guys saying stop investing in index funds? Basically all of them are balls deep in AI companies.
Posted on 9/30/25 at 8:36 am to dallastiger55
just in the past two days, ETSY SHOP and PATH have blown up after announcing AI related partnerships…the first two with ChatGPT and PATH with SNOW.
Posted on 9/30/25 at 10:18 am to FAT SEXY
Based on proven human Hurd mentality when it comes to investing, there is a high likelyhood of a bubble. No clue what degree but humans create bubbles.
Posted on 9/30/25 at 10:45 am to dallastiger55
quote:I'm saying a large correction seems very likely based on these dynamics. Of course, it could go on for years more.
So are you guys saying stop investing in index funds? Basically all of them are balls deep in AI companies.
Essentially all the performance in recent months/years has been derived from these 6 or 7 names. And if you exclude them, the indices are not cheap - the "bad" stocks are trading at like 22X.
The physical AI build out has accounted for like 2% of GDP in recent quarters/years. That means we might have had negative GDP prints without such.
Take from all of this what you will, but it seems very toppy to me.
Posted on 9/30/25 at 10:52 am to Big Scrub TX
quote:
Take from all of this what you will, but it seems very toppy to me.
do you recommend any ETFs that arent as heavy on AI that are doing well? I know all the big performers have the mag 7.
Posted on 9/30/25 at 11:04 am to dallastiger55
quote:I'm sorry, I haven't looked into it all that much in terms of alternative ETFs. Have you found any?
do you recommend any ETFs that arent as heavy on AI that are doing well? I know all the big performers have the mag 7.
Posted on 9/30/25 at 11:45 am to Big Scrub TX
quote:
Take from all of this what you will, but it seems very toppy to me.
Compound that with after all these companies spent billions and billions on their buildouts and there is no electrical capacity available to run it. The utilities are in a panic right now because they can barely keep-up with current demand and are in a complete scramble to get MW on the grid before these datacenters come online. I know this for a fact.
Posted on 9/30/25 at 2:10 pm to MekaWarriors
quote:Yep.
Compound that with after all these companies spent billions and billions on their buildouts and there is no electrical capacity available to run it. The utilities are in a panic right now because they can barely keep-up with current demand and are in a complete scramble to get MW on the grid before these datacenters come online. I know this for a fact.
I keep looking at MSFT. Not only did they have a cozy deal with Open AI, but they also essentially have captive the majority of desktops in the entire world. I assumed it would be very easy for them to just plop a $5-10 AI charge on top of Office. But it seems almost as if Co-Pilot has been a failure in that regard. If someone with that much incumbency can't pick low hanging fruit, who can?
Page 3 of 3
Popular
Back to top
Follow TigerDroppings for LSU Football News