Wow, the put/call ratio is at its lowest level in five years! The last time it was this low was at the peak of the COVID-19 market bubble. pic.twitter.com/G4qKKTgag4
— Data Driven Stocks (@stockdatamarket) September 20, 2025
Interesting. They’re betting trillions on this but hedging in case it all goes wrong.
This isn’t bubble talk unfortunately. We need euphoria before you can short it. pic.twitter.com/fAcfNwcqvx
— QE Infinity (@StealthQE4) September 20, 2025
Mark Zuckerberg has some similar thoughts.
The Meta CEO acknowledged that the rapid development of and surging investments in AI stands to form a bubble, potentially outpacing practical productivity and returns and risking a market crash. But Zuckerberg insists that the risk of over-investment is preferable to the alternative: being late to what he sees as an era-defining technological transformation.
“There are compelling arguments for why AI could be an outlier,” Zuckerberg hedged in an appearance on the Access podcast. “And if the models keep on growing in capability year-over-year and demand keeps growing, then maybe there is no collapse.”
Then Zuckerberg joined the Altman camp, saying that all capital expenditure bubbles like the buildout of AI infrastructure, seen largely in the form of data centers, tend to end in similar ways. “But I do think there’s definitely a possibility, at least empirically, based on past large infrastructure buildouts and how they led to bubbles, that something like that would happen here,” Zuckerberg said.
https://finance.yahoo.com/news/not-just-sam-altman-warning-192543725.html
So let’s just get this crystal clear.
30-year mortgages have now hit 6.37%
It was 6.10% just last week.
The market has completely rejected the Fed’s rate cut.
Rate cuts did the exact opposite of what the Fed wanted. Mortgage rates are going higher.
Lol. pic.twitter.com/qmesJyR1Kh
— Andrew Lokenauth | TheFinanceNewsletter.com (@FluentInFinance) September 20, 2025