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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Looks like $NVDA is taking down the entire stock market and the AI bubble has popped. THE REVERSE CARRY TRADE 2.0 is looming.

https://twitter.com/leadlagreport/status/1897706028655165836 https://twitter.com/leadlagreport/status/1897792700419576318 I DECLARE A CORRECTIOOOOOOOOOON pic.twitter.com/803JJKDcMt — Evan (@StockMKTNewz) March 6, 2025 🚨🇺🇸$1.15 TRILLION WIPED OUT FROM U.S. MARKET AS STOCKS CRASH DUE TO TRADE WAR FEARS Wall Street took a massive hit, with the Dow plunging 427 points …

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The housing bubble has definitely popped in the South and Mountain West. Midwest and Northeast likely a slower unwind. The institutionals are trying to quietly offload properties.

……..and almost no demand at these prices… pic.twitter.com/uzqEYs3ybc — Saw Chuck (@Saw_Chuck2023) December 18, 2024 Distressed sellers inbound. They keep droping the rates on these townhomes. 2.99% interest rates. I drive by it every day and I don't see cars. …

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The largest bubble stock in history just popped.

The largest bubble stock in history just popped $NVDA. Eli Lilly isn't far behind $LLY https://t.co/UOM66r82SV pic.twitter.com/vOQ4s79qrz — Financelot (@FinanceLancelot) April 9, 2024 Nvidia, $NVDA, is down nearly 4% today. pic.twitter.com/xY20VrKpd7 — unusual_whales (@unusual_whales) April 9, 2024 Nortel & Cisco's …

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