Shiller CAPE ratio sits at 38-41, second only to the 2000 dot-com peak while Berkshire Hathaway underperforms the S&P 500 by the exact margin it did heading into the 2008 GFC.
Buffett sits on a record $380 billion cash pile, selling into strength as the rest chase AI mania like 1999 tech.
I think this is even better: pic.twitter.com/eYFSvpT97c
— Georgi Winters (@stackedinsights) May 26, 2026
META'S $125 BILLION INVESTMENT IN AI COULD BE A SIGNIFICANT CAPITAL EXPENDITURE MISTAKE OF THE DECADE.
— First Squawk (@FirstSquawk) May 26, 2026
🤖💰 Meta is running one of the biggest AI investment experiments in history.
Capex jumped from $28.1B in 2023 to $72.2B in 2025, with 2026 guidance now at a staggering $125B–$145B. 🚀
So far, the numbers support the spending:
📈 Revenue +33%
👀 Ad impressions +19%
💵 Average… https://t.co/iYiVjPy3qZ— TradingDecks (@TradingDeck0) May 26, 2026
Berkshire Hathaway is now underperforming the S&P 500 by the same margin it was during the run-up to the Global Financial Crisis
byu/RobertBartus inEconomyCharts
This is classic bubble territory: punish value, reward speculation, then watch the inevitable wipeout when reality hits.