Each day the AI boom looks more like 2008 again layered leverage hidden risks and a conveyor belt of money no one can trace…Goldman saying there isn’t a bubble yet

Everyone’s chasing the next Nvidia but Buffett’s old playbook might win again. Goldman: “Not a bubble, just a very expensive balloon tied to 5 companies and a prayer.”Translation—diversify before the pin shows up wearing a recession. — TradingPulse X (@TradingPulseX) …

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No one will be tired of this circus and no one will care if there is no profit has been generated or only losses in this AI bubble. What crashes first the AI bubble or the gambling machine we built around it

$NVDA owns stakes in: OpenAI Arm Intel Databricks CoreWeave xAI Nebius Hugging Face Perplexity Scale AI WeRide Lambda Labs Together AI Applied Digital World Labs Quantinuum TerraPower Runway ML Synthesia Hippocratic AI Abridge PassiveLogic Carbon Robotics Unstructured Recursion Pharmaceuticals + …

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Nice bubble you’ve got there, Jerome Powell – A bubble 17x dot-com 4x subprime; Fed’s Goolsbee: We are seeing both sides of Fed’s mandate deteriorate.

We’re f**ked. 👀👀 https://t.co/ISfWNlDKun — Amanda Goodall (@thejobchick) October 3, 2025 AI bubble now 17 times bigger than dot-com boom and four times larger than subprime crisis, analyst warns — MarketWatch — NewsWire (@NewsWire_US) October 3, 2025 Nice bubble you've …

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This is the strongest market in modern history; Hedge funds are broadly underweight Mag7 because everyone knows the bubble is near its peak; Stocks now move 5–10% on headlines that aren’t even new.

Markets ripping higher into a shutdown isn’t strength … it’s proof the S&P 500 no longer trades on fundamentals. Liquidity, passive flows, and option mechanics have replaced cash flow and earnings. This isn’t history being made, it’s price discovery being …

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Australia’s housing bubble is engineered.

by PlanetaryGovenor Since 1990, Australian house prices have increased more than almost anywhere else in the developed world. We’re not ‘more capitalist’ than the US. We’re not more ‘land-scarce’ than the UK. Yet somehow our housing market has been deliberately …

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Ladies and Gentlemens, since 1871, this is only the second time the Schiller PE has reached the 40s; the last time was during the dot-com bubble.

Ladies and Gentlemens, since 1871, this is only the second time the Schiller PE has reached the 40s; the last time was during the dot-com bubble. Hope this helps. pic.twitter.com/JxwOuG9k31 — The Great Martis (@great_martis) September 30, 2025 Mag 7 …

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The regional banking crisis 2.0 – US Banks’ reserves are very close to the same level where the 2023 US regional banks crisis began

The regional banking crisis 2.0 Soon. pic.twitter.com/ofFj6Qlpw7 — The Great Martis (@great_martis) September 30, 2025 Fun fact: US Banks’ reserves are very close to the same level where the 2023 US regional banks crisis began – the bubble standing upon …

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Powell targets AI bubble to cool the economy

By popping AI bubble, Powell could solve a lot of problems, e.g. upcoming electric power inflation, various pockets of services inflation, etc. More effective than beating down housing markethttps://t.co/k56lVzMxCt — Marko Kolanovic (@markoinny) September 23, 2025 The market hangs by …

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It is not only a Bubble, it is worse than a Bubble, it is a speculative Frenzy. The S&P 500 is now trading at 3.3x sales, its highest valuation in history. If you think $NVDA $AVGO are different… Go ask $CSCO and $NOK what happened after the Dotcom bubble popped.

It’s their fastest-growing, most concentrated segment. If one pulls back, everything suffers, including margins, hiring, and priorities. What happens when one or both of these customers stop buying due to e.g.recession fears. The stock is 5 – 10% of major …

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$SPY $QQQ there were no signs of a bubble….

We are at all time high with the following happening Risk elements -Meme stocks going crazy Open Oracle Micron we are running out things to pump -Employment cooling-Inflation sticky -China and Russian tensions Something has to give up — Asiel …

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