Replies to post #126805 on Savvy Trades and Investments

[stevhoff]

Could the Jensen Huang appearance on Cramerica yesterday be a sign? Has Huang been on his show before? I never watch Cramer much but saw him replaying the interview this morning on CNBC. Probabll will go back to watch it later but more interested in gold stocks and price of gold and silver than anything else now. I think the run there is in the early innings. Looking for $6,000/ oz.

[gilead23]

I'm not sure when the AI bubble peaks, but I think its wrong to tie it to a specific timeframe during the dotcom bubble.
I think what is relevant is when the capex spending starts assuming growth rates that are too optimistic. There isn't a rule that says it must be a certain amount of calendar time.
In the case of CSCO the company peaked a bit before growth rates in internet usage started to slow. I think things here will probably unwind when growth rates slow, and they recognize they were too optimistic about future demand. 
As of now they don't even seem to be considering costs. I think Zuckenberg was on record saying something to the effect that investment levels don't make sense, but the downside of missing out is too great ie corporate FOMO.

[littlejohn]

Tech Bubble peak wag, when lower margins

than expected start getting reported in

quarterly reports, it could trigger reversal

of fortunes of high flyers,

Actually consider Fintech in with Ai when

generalizing as Tech Bubble,

Gold needs expanding liquidity to maintain

price rises also,

Risk off will trim margin debt quickly and

reduce liquidity,

FED seems to be counting on a reversal of

fortune to justify any new rate cut,

Monopoly companies will still have monopolies,


An exciting oil glut news article to review with

potential ceasefire in Middle East bantered,

https://oilprice.com/Energy/Crude-Oil/Oil-Tankers-Jam-Seas-as-Global-Glut-Builds.html

so we watch,,,LJ