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Message
re: Trumps Economy On The Verge Of A Major Boom
Posted on 11/11/26 at 5:33 pm to NC_Tigah
Posted on 11/11/26 at 5:33 pm to NC_Tigah
quote:
That is like folks in 1990 saying our economy is being pumped by overvalued internet companies
It's potentially very similar to the dot com boom
Data center buildouts = cable buildout.
There are very legitimate questions about how all the money that has been invested can be paid back with profits. The numbers are just too big and the return does not seem to be anywhere near enough anytime soon.
Posted on 11/11/26 at 5:34 pm to SlowFlowPro
quote:Do not make that bet. It would be a poor choice.
If there's a slowdown in data center development
Posted on 11/11/26 at 5:37 pm to SlowFlowPro
quote:Similar at an early comparative stage.
It's potentially very similar to the dot com boom
Posted on 11/11/26 at 5:39 pm to SlowFlowPro
quote:
It's potentially very similar to the dot com boom
Very similar even down to the same tendency and philosophy of Greenspan to Warsh.
Posted on 11/11/26 at 5:39 pm to NC_Tigah
quote:
Do not make that bet. It would be a poor choice.
The ROI is becoming unpalatable
Posted on 11/11/26 at 5:46 pm to lake chuck fan
He better get Iran resolved soon. If we keep getting reserve drawdowns for another half year, it's going to blow the economy to pieces in mid-2027. This guy covers some of it.
LINK
And, yeah, AI is probably an issue if NVIDIA takes a big hit or Dems kill a lot of data center build out.
LINK
And, yeah, AI is probably an issue if NVIDIA takes a big hit or Dems kill a lot of data center build out.
This post was edited on 11/11/26 at 5:48 pm
Posted on 11/11/26 at 5:51 pm to wackatimesthree
quote:
Is this a current video?
Did you watch the video???? Do your own homework. Or don't and remain ignorant.
Im just making real information available to those who wish to know the reality of this upside down world.
Posted on 11/11/26 at 5:54 pm to wackatimesthree
quote:
He's just saying that if one prediction that has yet to happen can be taken as fact, why can't another prediction?
never crossed my mind this would need explaining, yet here we are
Posted on 11/11/26 at 5:56 pm to SlowFlowPro
quote:
The ROI is becoming unpalatable
I'm holding an unfortunately small NVDA position at a $96-$104 cb. In the $140's, I'll not make the same mistake again, w/ or w/o Huang.
Posted on 11/11/26 at 5:57 pm to SlowFlowPro
quote:
I think data center production accounted for like 50% of our GDP growth over the last year. If there's a slowdown in data center development and spending, then that's going to create real ripples in the economy. Whether or not major companies continue to invest so much in these endeavors is the trillion dollar question.
Grok disagrees:
quote:
Level of GDP: Roughly 1–1.5% for computing infrastructure tied to the AI/data-center buildout (Epoch AI). Broader AI-related investment (equipment, software, structures, power) is higher, often estimated around 4% or more.?Epoch
Contribution to growth: Outsized. Jason Furman calculated that information-processing equipment and software (~4% of GDP) accounted for 92% of GDP growth in H1 2025; excluding it, growth would have been ~0.1%. Other analyses commonly put the AI/data-center-related contribution at 30–50%+ of growth or roughly 0.5–1 percentage point of quarterly growth rates in recent periods.?Fortune
Key caveat: A large portion of the hardware is imported, which reduces the net addition to US GDP. Domestic construction, software, and power infrastructure contribute more cleanly. Definitions also vary (strict data-center structures vs. the full AI investment boom).
In short: modest slice of the economy by size, dominant driver of recent growth.
Posted on 11/11/26 at 5:58 pm to FlyingTigerBo
quote:
Our economy is being pumped by overvalued AI companies and data center construction.
Once the AI bubbles pops we'll be in a recession.
How is that pumping the economy? (If it’s true, which I doubt)
It sounds like that would be pumping the stock market. The economy is signaling very strong demand for AI. The stock valuations probably got ahead of the fundamentals, but that is adjusting with very little impact to the economy.
Posted on 11/11/26 at 6:00 pm to WeeWee
quote:
How much is Chyna paying you to believe that talking point?
China doesn't have anything to do with the massive CAPEX that has not yet to show a real ROI
The AI era will either produce tremendous wealth or we'll have another bubble type situation
To pretend that the bubble situation isn't a real possibility is naive optimism.
Posted on 11/11/26 at 6:05 pm to FlyingTigerBo
quote:
Our economy is being pumped by overvalued AI companies and data center construction.
Once the AI bubbles pops we'll be in a recession.
While that fat orange lard plays golf everyday and posts about trannys on truthsocial
Well if anyone wanted to see a chinese shill - here you go
Posted on 11/11/26 at 6:11 pm to lake chuck fan
8 days too late.
Posted on 11/11/26 at 6:13 pm to Powerman
quote:
To pretend that the bubble situation isn't a real possibility is naive optimism.
To pretend like it is a probability is cynical pessimism.
Posted on 11/11/26 at 6:16 pm to SlowFlowPro
quote:
I think data center production accounted for like 50% of our GDP growth over the last year. If there's a slowdown in data center development and spending, then that's going to create real ripples in the economy. Whether or not major companies continue to invest so much in these endeavors is the trillion dollar question.
There is no question. They will continue to invest unless we stop them by persecuting them. The demand for AI is soaring. Revenues are soaring.
Consumer spending went from 2023 half a billion; 2024 $1.3 billion; 2025 $5 billion; 2026 $10 billion (estimated)
Enterprise AI spending went from 2023 $1.7 billion; 2024 $8.5 billion; 2025 $33 billion; 2026 $177 billion (estimated).
You look at these numbers and see a poor trend? Leading up to the dot com bust we had huge infrastructure spend without the revenue ramp up. In this market we are seeing the huge infrastructure spend, but it is accompanied by revenue soaring.
I look at these numbers and I’m reminded of everyone trashing Amazon back in the day for spending way faster than revenue was increasing. That worked out very well.
Posted on 11/11/26 at 6:23 pm to SlowFlowPro
quote:
If it makes you feel better, none of this has anything to do with Trump.
Obviously Trump no more kicked off the AI data center binge than Al Gore invented the internet. But Trump is aiding it, while democrats want to stop it.
I am a passive investor in a company that does controls and automation fabrication, engineering and construction for data centers. The deal was recapitalizing this week but has been called off due to the mid-term results. This is after quality of earnings and recommitment to the price had occurred. It was going to be 5x after two years.
AI stocks began a significant decline about the time the polls were showing those in the loop that the republicans were getting slaughtered.
Posted on 11/11/26 at 6:24 pm to Penrod
quote:
Enterprise AI spending went from 2023 $1.7 billion; 2024 $8.5 billion; 2025 $33 billion; 2026 $177 billion (estimated).
You look at these numbers and see a poor trend?
I think there are legitimate questions from c-suite on the ROI of AI systems in comparison to their human counterparts and considering the subscription model that each module comes with.
At least with the current iteration of industry focused AI tech.
We assume exponential breakthroughs are coming just because of the nature of AI. But if the development stagnates, deceased revenue could follow.
This post was edited on 11/11/26 at 6:26 pm
Posted on 11/11/26 at 6:27 pm to FlyingTigerBo
quote:
Once the AI bubbles pops we'll be in a recession.
If it pops, blame the ignorant electorate. No one offers solutions (except Elon) just protests and hurt feelings.
Posted on 11/11/26 at 6:30 pm to lake chuck fan
The economy is good....my business is booming, water/wastewater....
The DEMS will say it is bad until they take over, you watch.....
The DEMS will say it is bad until they take over, you watch.....
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