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Started By
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re: Markets may be turbulent tomorrow due to contraction in the AI sector
Posted on 1/27/25 at 7:04 am to John Barron
Posted on 1/27/25 at 7:04 am to John Barron
No one should listen to Cramer. He’s just a showman for ratings.
Posted on 1/27/25 at 7:06 am to UptownJoeBrown
quote:
No one should listen to Cramer. He’s just a showman for ratings.
Listen to Cramer, and then do the opposite of what he says. Usually $$$.
Posted on 1/27/25 at 7:06 am to John Barron
Posted on 1/27/25 at 7:08 am to John Barron
Posted on 1/27/25 at 7:08 am to John Barron
NVDA crashed over 20% this past August. It’ll be fine. This is just the laymen and institutions not understanding the domain of AI
Posted on 1/27/25 at 7:11 am to John Barron
I really despise thread style posts. They are 100% engagement bait and I always ignore them because they never contain any real insight.
Posted on 1/27/25 at 7:12 am to John Barron
Posted on 1/27/25 at 7:14 am to UptownJoeBrown
quote:
Do you have expertise in this field?
No, but this doesn't require coding understanding just basic business understanding and a little bit of smarrts.
Posted on 1/27/25 at 7:18 am to Diego Ricardo
quote:Right. I'll take the other side of that bet.
"The Silicon Valley" is bankrupt on transformative ideas. It has been entirely consumed by the MBA/professional managerial class and the engineers no longer steer the ship. Whatever is next in tech is not coming out of the Bay area in my opinion.
I expect we'll find some unexpected DeepSeek shortfalls in the near future, and wider AI integration. Both will rekindle the sector.
E.g., On a very simple scale, AI on X has tremendous potential as a news aggregator --- an old style drudgereport sorting out and promoting X-news stories, organizing X communities, etc.
Posted on 1/27/25 at 7:19 am to Hookah
quote:
because they never contain any real insight
They have plenty of insight. The ones I posted explain the situation better than any post in this thread. I remember starting a thread a month or so ago warning about a market crash and Warren Buffet selling almost 50% of his Apple shares. Some of these same people in this thread attacked me and said I was fear mongering.
Posted on 1/27/25 at 7:19 am to SlowFlowPro
quote:Exactly.
Even if we assume this is a Pied Piper miracle piece of code, there is nothing that prevents American companies from now further developing their AI models with this syntax, which will just exponentially increase the rate at which American AI develops (especially with the more powerful computing options available to this combined model).
Making our more powerful compute even more efficient will have exponential effects on the output of our models.
Posted on 1/27/25 at 7:22 am to John Barron
Posted on 1/27/25 at 7:23 am to NC_Tigah
quote:
Both will rekindle the sector.
Rekindle? The AI fire is as bright as it’s ever been
Posted on 1/27/25 at 7:23 am to John Barron
Posted on 1/27/25 at 7:24 am to John Barron
Posted on 1/27/25 at 7:25 am to John Barron
Why do you keep posting that account? Where was the analysis a month ago?
Posted on 1/27/25 at 7:31 am to Diego Ricardo
quote:
Over the 2010s we were promised autonomous vehicles but it hasn't happened despite many technical advances simply because the problem set is much more complicated than the salesmen to the public (consumer and investor alike) let on.
We are a LOT closer to self-driving now than we were then. AI is actually an important step for this specific tech.
quote:
I'd say that the promise of broadly available autonomous vehicles died when Apple unceremoniously killed their decade long vehicle project in late 2023/early 2024.
Apple? What?
Apple just wasn't good at it. Google and Tesla are leading this charge and Apple bowed out because they couldn't compete.
quote:
A smaller but still a missed promise has been VR/AR.
The problem with VR/AR is that nobody really wants it on any scale. The demand side of the product never materializes despite the advances made.
quote:
It is the knock-on effects and reevaluations of the US tech market writ large. Once the promise of AI being the next boom is gone, we are left with companies that are very profitable but tapped out on growth.
I don't know why you'd make this assessment.
But, assuming this is true, there's a huge gap in "not as viable" and "Bailouts"
This makes sense if we assume that AI is the last new tech, which is always the folly assumption.
quote:
How the need of the bailout happens? Probably something banking related for banks over leveraged in speculative tech investment. Again, likely not directly FAANG but deeply meshed with the broad Valley/West Coast tech system.
I think the investment firms in the area do the heavy lifting here
Posted on 1/27/25 at 7:33 am to Hookah
quote:
Why do you keep posting that account?
He's not intellectually capable of participating in a discussion and has X brain rot and thinks posting random X posts (that he doesn't understand) is a replacement for his own substantive responses.
We call this set of behaviors the John Barron
*ETA: now watch, he's going to try to respond to me by claiming some victory in other discussions, when he also didn't contribute anything of substance, and may include a cherry on top of an irrelevant embedded X post.
This post was edited on 1/27/25 at 7:35 am
Posted on 1/27/25 at 7:35 am to John Barron
Another factor that might make this sell off accelerate that has not been mentioned in this thread is the Bank of Japan raising its rates which will unwind the yen carry trade
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 1/27/25 at 7:39 am to SlowFlowPro
quote:
No, but this doesn't require coding understanding just basic business understanding and a little bit of smarrts.
you really think you're an expert in everything don't you?
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