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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
Posted by UptownJoeBrown
Baton Rouge
Member since Jul 2024
7294 posts
Posted on 1/27/25 at 7:04 am to
No one should listen to Cramer. He’s just a showman for ratings.
Posted by Warfox
B.R. Native (now in MA)
Member since Apr 2017
3761 posts
Posted on 1/27/25 at 7:06 am to
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 by John Barron
The Mar-a-Lago Club
Member since Sep 2024
17101 posts
Posted on 1/27/25 at 7:06 am to
Posted by John Barron
The Mar-a-Lago Club
Member since Sep 2024
17101 posts
Posted on 1/27/25 at 7:08 am to
Posted by Hookah
Member since Nov 2023
349 posts
Posted on 1/27/25 at 7:08 am to
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 by Hookah
Member since Nov 2023
349 posts
Posted on 1/27/25 at 7:11 am to
I really despise thread style posts. They are 100% engagement bait and I always ignore them because they never contain any real insight.
Posted by John Barron
The Mar-a-Lago Club
Member since Sep 2024
17101 posts
Posted on 1/27/25 at 7:12 am to
Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
466127 posts
Posted on 1/27/25 at 7:14 am to
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 by NC_Tigah
Make Orwell Fiction Again
Member since Sep 2003
135576 posts
Posted on 1/27/25 at 7:18 am to
quote:

"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.
Right. I'll take the other side of that bet.

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 by John Barron
The Mar-a-Lago Club
Member since Sep 2024
17101 posts
Posted on 1/27/25 at 7:19 am to
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. So complain all you want, I will keep posting valuable information
Posted by NC_Tigah
Make Orwell Fiction Again
Member since Sep 2003
135576 posts
Posted on 1/27/25 at 7:19 am to
quote:

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.
Exactly.
Posted by John Barron
The Mar-a-Lago Club
Member since Sep 2024
17101 posts
Posted on 1/27/25 at 7:22 am to
Posted by Hookah
Member since Nov 2023
349 posts
Posted on 1/27/25 at 7:23 am to
quote:

Both will rekindle the sector.


Rekindle? The AI fire is as bright as it’s ever been
Posted by John Barron
The Mar-a-Lago Club
Member since Sep 2024
17101 posts
Posted on 1/27/25 at 7:23 am to
Posted by John Barron
The Mar-a-Lago Club
Member since Sep 2024
17101 posts
Posted on 1/27/25 at 7:24 am to
Posted by Hookah
Member since Nov 2023
349 posts
Posted on 1/27/25 at 7:25 am to
Why do you keep posting that account? Where was the analysis a month ago?
Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
466127 posts
Posted on 1/27/25 at 7:31 am to
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 by SlowFlowPro
With populists, expect populism
Member since Jan 2004
466127 posts
Posted on 1/27/25 at 7:33 am to
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 by John Barron
The Mar-a-Lago Club
Member since Sep 2024
17101 posts
Posted on 1/27/25 at 7:35 am to
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

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Posted by Gifman
Member since Jan 2021
17405 posts
Posted on 1/27/25 at 7:39 am to
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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