i use it every day too
Engineers are 50% complying, 50% fighting it....we are starting to fire those fighting it
I created a trading algo that i backed tested 10 years and it returns 30% a year, which would put me a George Soros level of trading.
I believe it is incredibe but I also believe big companies are full of idiots. I have worked almost 40 years since VT and you have to face it, there are so many dumb people now in corporate america that is very very very easy to believe that companies will burn tokens, misalign incentives, and have nothing to show for spending a ton of money but faked metics achieved by the brown nosers who do PPT all day.
Then they pull back spending and all of a sudden OpenAI and Anthropic can't pay their debt obligations.
I had a front row seat to 96 to 2000.
Thread Replies (9)
Sobering take on AI bubble
-- MrBayAreaHokie
Jul 02, 2026 at 07:17 PM ET
MrBayAreaHokie
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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
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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
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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