They sold us on cheap smart tools and now even big names run out of money in months.
When the bubble starts leaking from inside the companies themselves you know the party is ending fast.
This shows that the traditional software model does not work for generative AI. You cannot just pay a flat fee anymore because heavy usage creates crazy costs. If companies start cutting internal access because of the price then the bubble is definitely facing a reality check.
— Blink OASM (@blinkOASM) May 27, 2026
You’re not in a market, you’re in a casino.
You’re not fighting stocks or companies, you’re fighting degenerates.
You’re not waiting for negative news, you’re waiting for the break down of compounded leverage in semiconductors.
No liquidity, all margin buys compounded.$MU…
— Roger (@rdd147) May 26, 2026
Watching Micron go from $80 billion to a trillion dollar market cap within the span of a year pic.twitter.com/IIpjrMvf69
— Boring_Business (@BoringBiz_) May 26, 2026
These are obvious bubbles, it’s not even an argument at this point.
The question is scale and speed. If the S&P goes to 12,000 and then “crashes” down 40% you arrive about…where we are today. Not many average people would get impacted. pic.twitter.com/cFK95l3qDL
— Tobias Maximus (@tmaxftw) May 26, 2026
The most overvalued market in half a century.
And retail is still buying.
That's not bullish. That's the top. https://t.co/sNDkQI3Wyf pic.twitter.com/Di6p8nBkN7
— philarekt (@philarekt) May 26, 2026
‘Big Short’ investor Michael Burry sounds the alarm on Nvidia stock and AI ‘tokenmaxxing’
Nvidia stock is at a historically high risk of an “aggressive fall,” Michael Burry says.
The “Big Short” investor said the next fall could be “more dramatic” than previous big drops.
Burry rang the alarm on “tokenmaxxing,” calling it a “crazy, rushed, temporary phase.”
Michael Burry warned Nvidia stock looks vulnerable and the AI “tokenmaxxing” trend won’t last in two recent Substack posts.
If you invested $10,000 in AMC Entertainment $AMC exactly 5 years ago, you would have $26 left today 🚨 Enough for a movie ticket and popcorn 🍿🫂 pic.twitter.com/GDfskXOxh8
— Barchart (@Barchart) May 26, 2026
🚨 NASDAQ ADJUSTED FOR MONEY SUPPLY (divided by M2).
Adjusted for money printing, the Nasdaq has only looked like this twice in 54 years.
1999. And now.
What followed 1999:
– Nasdaq -78% from the peak
– 15 years to a new all-time high
– An entire generation of investors… pic.twitter.com/K8Q8TUk6IV— Thierry from arvy 🇨🇭 (@ThierryBorgeat) May 26, 2026