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Another record high today. No end in sight to the wealth being generated.
That was yesterday, but today the market woke up. Easy comes, easy goes and that is why it is called a bubble. Many events are happening now that could potentially be the beginning of things to unravel.
Always admire of how Buffet is able to stay calm even with over $300 billions in cash, and not buying back BRKB.
If the Dotcom or Telecom bubbles are any lesson, FOMO can produce bubble formation. The lesson may be to continually take profits and not get caught all-in when the bubble bursts. IMO, this is shaping up to be very lucrative and might be a bubble that dwarfs all others. Given the amount of spending already underway, and planned, it could run for quite a long time. And will likely spread to many areas, maybe some entirely unexpected.
Maybe we should be brainstorming potential opportunities, driven by AI, that have not already been fully realized? Perhaps we should ask AI? LOL
Speaking of the AI Bubble... when companies start musing openly about creating ways to 'backstop' or 'guarantee' their investments, you know it's a bubble.
@Observant1. That is a very interesting read, and it is what I believe is likely. That the hype will be overblown in many investors minds, there will be corrections, maybe a few really big ones. But overall, this could be a sea change. Most of us watched precisely that happen, in 2000, and the following decades.
Imagine if here are big breakthroughs in quantum computing, along the way.
"In the late 1990s and early 2000s, dot-com-related stocks went through a correction and digestion phase. But in the next 20 years, the internet became embedded in everything we do, creating value over time. That is the road map I’m using to think about generative AI.
I am a believer in [futurist Roy] Amara’s Law: We tend to overestimate the impact of technologies in the short term but underestimate them in the long term. I use Netscape, the internet-browser company, as an example. It went public in 1995 and brought the internet to the masses—similar to ChatGPT. That was the starting line [of the internet cycle]."
Comments
Stay tuned.
(Now, back to reading Sorkin’s 1929)
https://msn.com/en-us/technology/artificial-intelligence/here-s-how-the-ai-crash-happens/ar-AA1PwDmn
Always admire of how Buffet is able to stay calm even with over $300 billions in cash, and not buying back BRKB.
Maybe we should be brainstorming potential opportunities, driven by AI, that have not already been fully realized? Perhaps we should ask AI? LOL
https://www.cnbc.com/2025/11/06/trump-ai-sacks-federal-bailout-openai-friar.html
Much of the discussion focused on AI and technology.
https://www.msn.com/en-us/money/technology/nvidia-meta-alphabet-and-sharkninja-this-manager-thinks-all-four-are-winners/ar-AA1PTTbf
Imagine if here are big breakthroughs in quantum computing, along the way.
"In the late 1990s and early 2000s, dot-com-related stocks went through a correction and digestion phase. But in the next 20 years, the internet became embedded in everything we do, creating value over time. That is the road map I’m using to think about generative AI.
I am a believer in [futurist Roy] Amara’s Law: We tend to overestimate the impact of technologies in the short term but underestimate them in the long term. I use Netscape, the internet-browser company, as an example. It went public in 1995 and brought the internet to the masses—similar to ChatGPT. That was the starting line [of the internet cycle]."