This is alarming.
Over 60% of VC money is now going to AI companies.
For reference, only 40% of the VC money went to internet companies in 1999.
If those AI companies don’t start generating real revenue soon enough, investors will start stepping back.
When this happens, all those unprofitable companies will go bankrupt and potentially trigger a systematic collapse, similar to what happened in 2000.
Time to be more cautious than greedy when it comes to AI driven investment theses.
Yep and almost every Ai startup is now Ai – hard to distinguish otherwise pic.twitter.com/zds8uGDAtD
— Trace Cohen (@Trace_Cohen) October 6, 2025
didnt teh same happen in the dot com bubble 25 years ago?
— ranime6439 (@ranime643939284) October 6, 2025
https://twitter.com/Ronxyz00/status/1975181052994867379
Warning signs are flashing from the pros.
Active managers are cutting back on market exposure, as indicated by the NAAIM Index—even as the S&P 500 pushes higher.
This kind of negative divergence has often come right before major corrections. Will the history repeat?
Don’t get… pic.twitter.com/MNamo3eAtL
— BraVoCycles Newsletter (@BraVoCycles) October 5, 2025
Speaking of bubbles, take a look at $IONQ and $RGTI
Insane bubbles! pic.twitter.com/ZvRuRPZT1r
— Common Sense Investor (CSI) (@commonsenseplay) October 6, 2025
The last time the Nasdaq was up for seven months in a row was in 2017. pic.twitter.com/i9dWJcVixJ
— Lin (@Speculator_io) October 5, 2025
Should I short $OKLO? 👀
They quite literally have ZERO revenue. I don’t know how long they can sustain this. pic.twitter.com/8AGKkq2vuM
— Cole Grinde (@GrindeOptions) October 6, 2025
https://twitter.com/NorthmanTrader/status/1975199212972159469
Searches for “AI bubble” are near a record high today.
What does it mean when AI being a “bubble” is the consensus view? https://t.co/qtDBrmbHQ1
— The Kobeissi Letter (@KobeissiLetter) October 6, 2025