Independent thinking for complex markets and current events
Everyone’s ignoring cheap defensives again and history warns this won’t end well. This is INSANE: OpenAI is paying $1.5 MILLION per employee in stock-based compensation to 4,000 workers. This is ~46% of the firm’s projected 2025 revenue. This is 34x higher than the avg employee at major tech companies before they went public. 👇https://t.co/MysjOVDWbj — …
The setup is familiar. Complacency, leverage, and the belief that this time is different. It never is. The smart money is already bracing for volatility, false rallies, and brutal reversals. “The system is insolvent. No one knows what to do next except repeat the insanity until the next bubble blows. That’ll be the one — …
AI companies are continuing to pour ungodly amounts of money into building out data centers, in an enormous bet that both analysts and tech leaders warn may not pay off for many years to come — if it ever does. OpenAI most recently committed to spending well over a trillion dollars before the end of …
This is the part where bubbles always start lying to people. JPMorgan is literally listing the same warning signs we heard before 2000 and 2008, but everyone shrugs because the word AI sounds magical. When companies are burning insane amounts of cash and promising the future will fix it later, that is not innovation, that …
The View From Inside the AI Bubble Secret parties, lavish buffets, and talks of annihilation at one of the largest AI-research conferences In a small room in San Diego last week, a man in a black leather jacket explained to me how to save the world from destruction by AI. Max Tegmark, a notable figure …
IBM’s CEO said there is “no way” that the massive spending on AI and data centers will ever pay off. For the first time in this bubble cycle people are finally wondering if maybe he is right. It couldn’t have come at a more critical time in light of Oracle’s shocking results. And then Broadcom …
Bulls deny that there’s a 1990s-style bubble in AI. There are a few striking similarities, and some notable differences. Is it karma? Coincidence? Either way, the ghost of the dot-com bubble is back 25 years later. Shares in Cisco Systems CSCO -1.85%decrease; red down pointing triangle, the dot-com-era champion that became the world’s most valuable …
When asked if we’re in an AI bubble, Ray Dalio replied: “Indicators show that we’re about 80% in the last two times” – referring to 1929 and 2000. Dalio uses a bubble indicator tracking data back to 1900. It measures several factors: – How much leverage exists – Who’s using that leverage – The ratio …
by Waiting_for_Exit “You’ll own nothing and you’ll be happy” – From Davos Summit 2016 I see people searching for big foot or looking to find lizard people and laugh my head off. The greatest conspiracies, the most deviant acts, the most merciless massacres are all being done in front of the whole world because the …
The "AI Bubble" bubble may have burst. Citadel Rubner pic.twitter.com/dbrRsC9d8R — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) December 8, 2025 ETF activity has normalized after November’s spike. On November 20th, ETFs accounted for 41% of total equity volume (a 98th-percentile reading) but volumes have since reverted to the 28% 1-year average. This suggests less aggressive …
Authored by Charles Hugh-Smith via oftwominds, The conclusion that soaring asset prices mean the economy is strong is a hallucination that goes unrecognized because the entire financial system is hallucinating. Consider the data that the financial sector bases conclusions / decisions on (i.e. the data that the financial sector “trains” on) in a Bubble Economy like the …
People understand that something’s wrong with the American economy, but not many understand exactly what the problem is and the magnitude of the problem. He does a really great job of explaining exactly what’s wrong and why it CAN’T be fixed along with ideas for what you can do to protect yourself. h/t telling it …
Cisco then. Nvidia now. Bubbles gonna bubble. We all know how this ends. pic.twitter.com/q6VtzeG5P6 — Jacob King (@JacobKinge) November 26, 2025 No one said they failed… After it popped, it took a decade to recover. Nvidia will recover of course, but after destroying everyone that’s bought into that bubble. In today’s day and age, people …
In my previous video, I broke down why the coming AI correction will look very different from the dot-com crash. Today, we go deeper into a seismic shift that’s quietly reshaping global finance: the AI debt wave now sweeping through U.S. and European credit markets. For over a decade, Big Tech dominated with cash-rich balance …
Every company would be affected if the AI bubble were to burst, the head of Google’s parent firm Alphabet has told the BBC. Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an “extraordinary moment”, there was some “irrationality” in the current AI boom. In comments …
THIS IS MADNESS. Billionaires invested billions in AI to replace us. It’s led to massive layoffs & a massive increase in billionaire wealth due to hyper inflated stock market. And when their greed causes the market to crash they’ll just ask the politicians they own for bailouts. THIS IS MADNESS. Billionaires invested billions in AI …
And it was accompanied by a stock short for the record books. The ground is cracking beneath stocks as the economy, itself, gives way with major recession signs. by David Haggith Stocks are cracking up. There are numerous stories today about falling stocks, especially AI stocks, and a badly failing economy. I’m going to hold …
Michael Burry is going all in on shorting the bubble byu/Quixotus inwallstreetbets Michael Burry goes short on $PLTR and $NVDA in his latest 13F filing. Scion Capital just bought put options on 1M Nvidia shares and 5M Palantir shares. Pure bubble shorting, he’s going after the next 2008. $PLTR "investors" are absolutely COOKed ☠️ I …
He's literally just spouting gibberish https://t.co/uo02pRbaR9 — 🏴☠️ (@calvinfroedge) November 2, 2025 After seeing that clip: pic.twitter.com/rxfa9zDfaF — César Bisterbosch (@cesarantoniusb) November 3, 2025 Trump on a possible AI bubble: So everyone wants it. Yeah. I mean, the only problem is if you don’t get it.—So, the real AI bubble is pessimism about AI leading …
Sometimes, we see bubbles.Sometimes, there is something to do about it.Sometimes, the only winning move is not to play. pic.twitter.com/xNBSvjGgvs — Cassandra Unchained (@michaeljburry) October 31, 2025 23M gov employees + 40M SNAP EBT begin pulling liquidity out of the banking system November 1. The government shutdown was orchestrated to cause a regional banking crisis. …
And the avalanche of stock values begins? by David Haggith Today looked a lot like the start of the long avalanche in stocks that became known as the dot-com bust. Yesterday, I wrote the following … The internet was transformational. AI will be, too. Maybe on a bigger scale even than the internet eventually; but the same rules …
Nvidia just crossed $5 trillion, and the world barely looked up. It’s the kind of number that should freeze you for a second. A single company now holds more paper value than the entire economy of Germany. It’s larger than Japan, India, the U.K., and every other country on Earth except the United States and …
JUST IN: Peter Schiff says Bitcoin is a "bubble" that is "about to pop." pic.twitter.com/CmMTESG8pG — Watcher.Guru (@WatcherGuru) October 28, 2025 Nvidia is now 16% of U.S. GDP. pic.twitter.com/FjwEkcbWa6 — Spencer Hakimian (@SpencerHakimian) October 29, 2025 BREAKING 🚨: Short Sellers Short Sellers are on track for their worst year since 2020 and they're blaming retail …
This bubble is getting complicated pic.twitter.com/fU4NrrJClo — KarlMarxNetWorth_𓅃 (@swagamemn0n) October 28, 2025 Nvidia announcements today: – Eli Lilly partnership – Palantir partnership – Hyundai partnership – Samsung partnership – $1 billion investment in Nokia – Uber partnership to build 100,000 robotaxi fleet – $500 billion in expected revenue over through 2026 – New system… pic.twitter.com/5JljQ92cNm …
Nokia surges nearly +30% after announcing a $1 billion investment from Nvidia byu/RobertBartus inEconomyCharts
Something ugly is happening inside America’s car market. The same people who turned chip shortages into record profits are now watching their own credit machine seize up. Automakers kept prices high, banks kept pushing loans longer, and everyone pretended buyers could keep up. Now the math has stopped working. The cracks started in the same …
Is it normal that everyone knows we are in a bubble? Seems that pretty much everyone knows we are in a bubble – retails, CEOs, Wallstreet, you name it. Sooooo it should mean everyone understands that at some point (sooner or later) it will pop, right? I don’t think people are really that stupid to …
via Matthew Piepenburg VON GREYERZ partner, Matthew Piepenburg, joins David Lin in this extremely informative, fact-based and sober overview of the macro forces impacting the USD, US citizens, US markets and increasingly poor options ahead. With gold racing north, Piepenburg addresses the highly unlikely forces which might halt its secular rise. This would require a global debt …
I have said multiple times, that we would see EUPHORIA at the peak of the Bubble Top. This is an example of that – and it is going to get worse – as BTC soars into the last massive top. But …. this kind of talk – is EXACTLY what you hear into massive tops. …
