dot-com Archives - Page 2 of 2 - Citizen Watch Report

Nvidia’s meteoric rise to a $2.8T market cap stirs echoes of dot-com ’round-trip trading,’ raising questions on revenue inflation.

May 28, 2024 10:05 pm

Nvidia’s recent financial performance, exceeding expectations and raising guidance, has raised eyebrows due to its resemblance to revenue inflation tactics seen during the dot-com bubble. Company A buys GPUs from Nvidia. Nvidia buys cloud computing credits from Company A. Both companies report these transactions as revenue. Commitments to cloud computing services have surged, doubling to …

Equities hit record overvaluation; semiconductor stocks surge past dot-com bubble peak.

May 28, 2024 2:34 pm

According to the Q ratio, developed by James Tobin who won the Nobel prize for it, equities with a current Q ratio of 1.90 are overvalued by 156% to the long term mean (Q ratio 0.74) making it the first time to be overvalued by 3 std dev, the greatest amount ever. 2/2 pic.twitter.com/N4A05W1g4u — …

Stanley Druckenmiller sells 30% of Nvidia stake, warns of AI stock crash—drawing eerie parallels to dot-com bubble collapse.

May 9, 2024 3:59 pm

BREAKING: Stanley Druckenmiller sold 30% of his Nvidia stake. Says he could see A.I. stocks dropping 80% like 2000. https://t.co/NVNP8E6PJS pic.twitter.com/bvPEOC01Fu — Financelot (@FinanceLancelot) May 8, 2024 BARRON’S Nvidia Stock Slips. Why AI Chip Plays Are Having a Tougher Time.

Household assets mimic dot-com bubble; Accenture and Apple underperform; Tech bubbles, like AI, hold promise but watch greed.

March 22, 2024 9:27 am

Never forget, this time it’s different pic.twitter.com/EkdDMLydI8 — Michael A. Arouet (@MichaelAArouet) March 22, 2024 Recent trends in household financial asset allocation are raising concerns reminiscent of past market bubbles, particularly the infamous dot-com bubble of 2000. With 48% of assets allocated to equity, 15% to debt, and 15% to cash, households’ heavy reliance on …

Baby, It’s Cold Outside! Electricity Prices UP 24.25% Under Bidenomics (NASDAQ To Commodity Ratio Near Dot.com Bubble High)

January 24, 2024 9:46 pm

by confoundedinterest17 Baby, it’s cold outside! Of course, government still wants to ban natural gas and coal. The average price of electricity has risen a whopping 24.25% under Biden and Bidenomics. Brrr!! No wonder Biden only wants to talk about unlimited abortion and NOT the immigration (Fentanyl, child trafficing, crime, etc) fiasco at the border and …

Party Like It’s 1999, but a Warning Echoes: Nasdaq’s Dot-Com Déjà Vu Raises Concerns of an Impending Pop

November 9, 2023 12:54 pmNovember 9, 2023 11:27 am

As the Nasdaq Composite surges, outperforming the Russell 2000 by the largest margin since 1999, a sense of déjà vu from the dot-com bubble emerges. US equities near 70-year highs against global stocks, mirroring the exuberance of the past. While the possibility of another -85% drawdown is deemed unlikely, the striking similarities to the ‘back …

Money managers who successfully anticipated the dot-com collapse and the global financial crisis are expecting a stock-market crash.

October 6, 2023 9:16 pmOctober 6, 2023 6:53 pm

This fund manager is holding 60% cash — and expecting a stock-market crash Ruffer’s main claim to fame is to have successfully sidestepped the 2000-2003 and 2007-2009 market collapses Yikes. There’s bearish, there’s really bearish, and then there’s Ruffer & Co. I don’t want to spook everyone managing their own retirement portfolio. But the London-based …

The situation is becoming rather worrisome: The slump in 10-year and 30-year bonds is approaching the epic drops we saw in stocks during the 2008 financial crisis and the dot-com bubble bust. Accelerating Junk Bond default is coming.

October 5, 2023 11:20 am

The Bear Market never ended. The end of this bear market rally is rapidly approaching……. https://t.co/kf0JCvL7XA — Win Smart, CFA (@WinfieldSmart) October 5, 2023 G, we already there… Long-duration US TSY bonds have now lost more in % terms than stocks did during the GFC in 2008-2009 The drawdown in Vanguard Ext Duration Treasury ETF …

‘2000 Deja Vu’: Fred Hickey says AI rally is no different than Dot-com bubble By Investing.com

June 1, 2023 7:59 pm

Fred Hickey, a prominent investor and the editor of the newsletter “The High-Tech Strategist” which is published monthly for the past 34 years, argues that today’s market is resembling the 1999-2000 tech bubble. He sees the ‘Big Seven’ – Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA) …