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Message
The bubble for people searching for the AI bubble has burst-the TINA trade
Posted on 10/5/25 at 7:00 am
Posted on 10/5/25 at 7:00 am
quote:
Peak interest in AI bubble searches came shortly after a Massachusetts Institute of Technology report found that 95% of organizations are getting zero return despite funneling between $30 billion to $40 billion in enterprise investment into generative AI. Around the same time, Meta confirmed it paused hiring for its new AI division after going on a hiring spree, and OpenAI CEO Sam Altman also said investors seem to be “overexcited” about AI, and OpenAI’s long-awaited ChatGPT-5 model release failed to impress consumers.
The danger of an actual bubble in artificial intelligence stocks remains, but history shows it likely has further to go.
quote:CNBC
GQG Partners also pointed out that AI stocks could go even higher as investors are stuck in a “TINA” — there is no alternative — trade, where tech giants remain the winners despite a major shift the firm sees within the sector.
Remaids me of the old adage "bull markets climb walls of worry"
This post was edited on 10/5/25 at 7:22 am
4
Posted on 10/5/25 at 7:15 am to bigjoe1
quote:
Massachusetts Institute of Technology report found that 95% of organizations are getting zero return despite funneling between $30 billion to $40 billion in enterprise investment into generative AI.
$PATH is the solution to this
Posted on 10/5/25 at 8:59 am to bigjoe1
Plenty of civilization-changing technologies have bankrupted investors along the way. AI might be the technology we think it is, but that doesn’t mean that unprepared investors won’t be scathed.
Posted on 10/5/25 at 9:49 am to bigjoe1
I'll keep my nvda, but thanks for the warning.
Posted on 10/5/25 at 10:04 am to RoyalWe
There were a lot of car companies that were started. Only a very small handful made the long term.
AI will be no different.
Ive started to use some AI tools in my work and I see a lot of potential. And its only going to get better
AI will be no different.
Ive started to use some AI tools in my work and I see a lot of potential. And its only going to get better
Posted on 10/5/25 at 5:53 pm to KWL85
quote:
nvda
The question is how much of a market cap? Because goddamn it's massive
Posted on 10/5/25 at 7:16 pm to Upperdecker
quote:i sure hope so i bought it at 14 a year or so ago and its done nothing
$PATH is the solution to this
Posted on 10/5/25 at 8:19 pm to cgrand
Posted on 10/5/25 at 8:32 pm to bayoubengals88
PATH is up nearly 8% on 400k shares traded….
Interesting
Interesting
Posted on 10/5/25 at 8:50 pm to bigjoe1
Posted on 10/5/25 at 9:06 pm to bayoubengals88
Honestly, I have no idea what he's talking about. Lot of word salad.
Let's just ride the wave until something happens that says reversal and just not sure what that could be at the moment.
Let's just ride the wave until something happens that says reversal and just not sure what that could be at the moment.
Posted on 10/5/25 at 9:11 pm to bayoubengals88
$PATH has partnered with almost every major AI player. They’re AI neutral, but running their business through all of them. Their business is the agentic AI that everyone wants - it reduces headcount in back office basic enterprise systems by automating. They seem to have the strongest AI automation tools, as they have very strong customer retention and growing well.
The theory I’ve seen is that their business model until recently wasn’t powered by AI, but did the same thing. It’s robotic process automation (RPA). But power it with AI and it becomes Agentic AI. It becomes capable of adapting instead of just doing the exact same process every time. Agentic AI is extremely in demand but difficult to create, which is why businesses are failing at it. Insert $PATH, which makes agentic AI much easier and more user friendly to create.
Edit; always seems like as soon as I post on TD about a stock, it ends up jumping. Up 8% overnight
The theory I’ve seen is that their business model until recently wasn’t powered by AI, but did the same thing. It’s robotic process automation (RPA). But power it with AI and it becomes Agentic AI. It becomes capable of adapting instead of just doing the exact same process every time. Agentic AI is extremely in demand but difficult to create, which is why businesses are failing at it. Insert $PATH, which makes agentic AI much easier and more user friendly to create.
Edit; always seems like as soon as I post on TD about a stock, it ends up jumping. Up 8% overnight
This post was edited on 10/5/25 at 9:15 pm
Posted on 10/5/25 at 9:13 pm to bayoubengals88
I agree with him. We’ve put too much money in the system, and we’re showing no ability to remove it from the system. The US will continue to run a deficit further and further for now. This will pump more money into the system. As it’s a fairly recent trend, long term stock valuations aren’t a good comparison anymore. So just ride along til the party stops
Posted on 10/6/25 at 7:27 am to Upperdecker
PATH up 12% now 
@Gaucho tell me you bought
@Gaucho tell me you bought
Posted on 10/6/25 at 9:23 am to Upperdecker
PATH is holding 14 like a champ early on. I could use a pop on this I’ve been holding it forever
Posted on 10/6/25 at 9:27 am to cgrand
Just keep holding baw. My spidey senses say this gets an AI appropriate valuation before end of year
Posted on 10/6/25 at 9:30 am to Upperdecker
Ima buy now so it crash
Posted on 10/6/25 at 10:29 am to el Gaucho
Alright let’s do it
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