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This Analyst explains what's happening regarding why the AI/Tech Bubble popped

Posted on 10/22/26 at 1:10 pm
Posted by Tampa Ray
Member since Oct 2026
284 posts
Posted on 10/22/26 at 1:10 pm
Trigger Warning for overly emotional investors.
Good Information for those that want to understand what's happening.

This video was released yesterday.
He explained why AI/Tech is melting and why he expected it to get far worse.
Great call as it is in full meltdown today.

This post was edited on 10/22/26 at 1:21 pm
Posted by bayoubengals88
LA
Member since Sep 2007
26430 posts
Posted on 10/22/26 at 1:37 pm to
I'm four minutes in and have heard nothing that we didn't know 9-12 months ago.

After a 90 second ad for his platform, I'm 7 and a half minutes in...he keeps mentioning "rapid GPU depreciation". That was Burry's case last fall. GPU prices have only risen.
Even 5-6 year old GPUs are fetching top dollar.

The bearish signals on the chart are bearish. I'll give him that.

If this is indeed "the beginning of the end of the AI trade", where does that leave us. I wouldn't want to know...
This post was edited on 10/22/26 at 1:53 pm
Posted by Tampa Ray
Member since Oct 2026
284 posts
Posted on 10/22/26 at 1:42 pm to
quote:


I'm four minutes in and have heard nothing that we didn't know 9-12 months ago.


It's a 15 minute video.
I knew 99% of the people on here would be Aholes, but I posted for the 1% that would appreciate the information.

No Problem.
Good Luck out there my friend, it's all good
This post was edited on 10/22/26 at 2:13 pm
Posted by bayoubengals88
LA
Member since Sep 2007
26430 posts
Posted on 10/22/26 at 1:47 pm to
quote:

It's a 15 minute video.

13 minutes in...standard bear case. Nothing new here.

What's the blow back?
I appreciate the thread. I just didn't hear anything that hasn't been said for about the past year.

The bearish signals on the charts are bearish. I'll give him that.
This post was edited on 10/22/26 at 1:50 pm
Posted by DrrTiger
Gulf of America
Member since Nov 2023
2794 posts
Posted on 10/22/26 at 1:51 pm to
quote:

AI/Tech Bubble popped


Has it? Most of the big chip companies are still up big on the year even with this sell off.
Posted by Tampa Ray
Member since Oct 2026
284 posts
Posted on 10/22/26 at 1:52 pm to
quote:

13 minutes in...standard bear case. Nothing new here.


I listened last night and he made a lot of sense so I loaded up on $SOXS this morning for a nice 10% gain today.
Not bad for a day when the Nasdaq is down 700.
Just thought someone else out there might be interested in making money even when the market is crashing.

Take care and good luck out there
This post was edited on 10/22/26 at 1:55 pm
Posted by DawgCountry
Great State of GA
Member since Sep 2012
34203 posts
Posted on 10/22/26 at 2:33 pm to
quote:

making money even when the market is crashing.


Posted by DarthRebel
Tier Five is Alive
Member since Feb 2013
26568 posts
Posted on 10/22/26 at 3:09 pm to
quote:

Tampa Ray


Thank you Norway for starting a new alter, to come spew the same stuff you have been doing for the past 2 years.

Once again, it is always suspect to hit the money board with a brand new account.

Posted by tigeraddict
Baton Rouge
Member since Mar 2007
15363 posts
Posted on 10/22/26 at 3:38 pm to
Well that AI backcheck just bopped that Alt bubble....
Posted by UltimaParadox
North Carolina
Member since Nov 2008
54667 posts
Posted on 10/22/26 at 3:42 pm to
Long pullback to come for most of these ai only businesses if the ai bubble truly pops.

Very little pain at this point, so don't think we are at any state to call it over yet
Posted by Dozen_Charred1026
Member since Jun 2026
14 posts
Posted on 10/22/26 at 3:44 pm to
quote:

I listened last night and he made a lot of sense so I loaded up on $SOXS this morning for a nice 10% gain today.
Not bad for a day when the Nasdaq is down 700.


Good trade.

However, most people on the board aren't particularly here to talk day trading. Especially when it comes to 3x leveraged inverse ETFs.

This post was edited on 10/22/26 at 3:45 pm
Posted by castorinho
13623 posts
Member since Nov 2010
88839 posts
Posted on 10/22/26 at 3:51 pm to
quote:

AI/Tech Bubble popped


The nasdaq high is 27500 and we closed at 26000 today. That's what you call a bubble pop?
Posted by Cajun75
Member since Mar 2022
996 posts
Posted on 10/22/26 at 4:59 pm to
quote:


quote:
AI/Tech Bubble popped


The nasdaq high is 27500 and we closed at 26000 today. That's what you call a bubble pop


Nasdaq is more indicative of technology overall, especially the large cap tech stocks. I hold a number of AI and critical/rare mineral stocks that have popped pretty well to the tune of 50-60% down, so some of those sectors have pretty much popped which isn't to say they can't go lower if the nasdaq continues to move lower. I wish I would have had the foresight back in June to sell all of those and put the proceeds in one of the dividend ETF's such as Schwab's SCHD that's up nearly 30% on the year.
Posted by Tampa Ray
Member since Oct 2026
284 posts
Posted on 10/22/26 at 7:41 pm to
quote:

DarthRebel


Holy Psycho Stalker Batman!

You're accusing me of being someone that was on this board 2 years ago?
That's some serious obsession right there.
Did this Norway guy F your wife or something?

And aren't you the dumbass that said Black Monday 1987 had no impact on the markets even though that day is why we have Trading Curbs?
Even though that day was the largest 1 day drop in history, by nearly 10%?

This post was edited on 10/22/26 at 7:48 pm
Posted by Free888
Member since Oct 2019
3560 posts
Posted on 10/22/26 at 7:58 pm to
quote:

he keeps mentioning "rapid GPU depreciation". That was Burry's case last fall. GPU prices have only risen. Even 5-6 year old GPUs are fetching top dollar.


Exactly. Chips that are two generations old are still quite valuable. People are throwing crap against the wall hoping it sticks.
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