piggytl
10-19 18:48

If investors are still questioning on AI spending and debt, I dont think this AI trade would last any longer as OpenAI is not profitable, investing in AI models without even testing like what Meta did is what makes this very dangerous. Companies are investing and hoping for the best and this hope part is what would collapse this entire market as it runs mainly on AI stocks today. Up more than 100-200% YTD is not normal, it is priced ahead of present time and once the market crashes this time, it would be unforgivable for retail investors
# 💰Stocks to watch today?(21 October）

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  • ChrisColeman
    ·10-19 19:22
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    Meta throwing Llama open cut testing cost hard though. Up 100-200% is stretched, but calling the whole trade hope feels too lazy
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    • piggytl: 
      not lazy to categorize hope as we as retail investors still have the lingering question of how many of these AI companies are funded with debt. Only people who know are the top. Like what Broadcom CEO realistically said this AI trade is literally a casino, everyone is risking money to bet on a win
      10-20 10:25
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