is the money coming in through
You can old spend until you don't have enough, then you borrow, and you can only borrow so long. His comment on the TAM being $12B will wipe out the entire tech industry if true.
But bears gonna bear.
Thread Replies (9)
Sobering take on AI bubble
-- MrBayAreaHokie
Jul 02, 2026 at 07:17 PM ET
MrBayAreaHokie
•
07/02/26 07:17 PM ET
That guy is blanking moron. Capex spending in 2027 is doubling. The market
-- jdkhokie
Jul 02, 2026 at 07:34 PM ET
jdkhokie
•
07/02/26 07:34 PM ET
is the money coming in through
◄
-- MrBayAreaHokie
Jul 02, 2026 at 07:51 PM ET
MrBayAreaHokie
•
07/02/26 07:51 PM ET
I use AI everyday at my job and for stock analysis like you. Fable 5 is
-- jdkhokie
Jul 02, 2026 at 09:33 PM ET
jdkhokie
•
07/02/26 09:33 PM ET
i use it every day too
-- MrBayAreaHokie
Jul 02, 2026 at 11:15 PM ET
MrBayAreaHokie
•
07/02/26 11:15 PM ET
ORCL stills pays the dividend
-- turkeywinghokie
Jul 02, 2026 at 08:40 PM ET
turkeywinghokie
•
07/02/26 08:40 PM ET
Can't we just ask AI if there is an AI bubble?**
-- Coach McGuirk
Jul 02, 2026 at 07:25 PM ET
Coach McGuirk
•
07/02/26 07:25 PM ET
Okay, based on the thread above ---->
-- VTVOICE
Jul 03, 2026 at 09:43 AM ET
VTVOICE
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07/03/26 09:43 AM ET