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aurareturntoday at 11:39 AM4 repliesview on HN

When is it popping? Is the AI bubble in the room with us now?


Replies

dghlsakjgtoday at 2:09 PM

Nvidia has ever so slightly underperformed the SP500 YTD (at the exact time this comment is being typed), so its basically the apocalypse already.

amrit3128today at 12:27 PM

Tomorrow? Next year? In 5 years? Nobody can say. But we do know that AI is overvalued, so it WILL pop.

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baalimagotoday at 12:03 PM

Next month perpetually

slawtoday at 12:30 PM

The AI bubble will pop when China gets access to EUV, so the earliest it could happen is 2030