AI Bubble: Disaster or Progress? - To The Moon

Latest News

11-03

科技股与AI投资：泡沫还是新机遇？

科技股与AI投资：泡沫还是新机遇？

11-03

揭秘3万亿美元AI数据中心支出狂潮：繁荣还是泡沫

揭秘3万亿美元AI数据中心支出狂潮：繁荣还是泡沫

11-02

单季亏损超百亿，OpenAI的AI泡沫什么时候吹破？

单季亏损超百亿，OpenAI的AI泡沫什么时候吹破？

User Discussion

11-13

【Voting Post】$Palantir Technologies Inc.(PLTR)$ $Palantir (PLTR.US)$ for those who challenged my views last week. I hope you would have known that what appears clear is muddy at times. if you still don't know how hedge funds work. if you are sold on your own logic and ignore fundamentals. I hope you can wake up now. hedge funds don't earn supernormal profits with you on board.

11-11

【Voting Post】$Palantir Technologies Inc.(PLTR)$ $Palantir (PLTR.US)$ consolidating now due to lack of catalyst . no more positive news for the time being. 400x p/e I predicted the fall of circle at 260usd. Insiders know it best

11-10

$Palantir Technologies Inc.(PLTR)$

$Palantir Technologies Inc.(PLTR)$ [What] $Palantir Technologies Inc.(PLTR)$ Cathy woods sell for ³ times. She did that to circles and it halved

11-09

$Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Apple(AAPL)$ 🔥💥🧠 Loading… Mag 7 Meltdown Protocol Armed! 🧠💥🔥 4/7 market gods 🩸bleeding under +10% YTD. Liquidity’s vanishing, rotations are screaming and algo desks are flashing red. META +3.3% 🟣 AMZN +9.8% 🟠 AAPL +8.4% 🔵 TSLA +6.3% 🟢 🐜 Bubble For Ants?! Momentum’s hemorrhaging, vol is coiled to explode, and gamma’s starting to crack. 🔥 $10M Put Spike Today Calls –$34.5M vs Puts +$10.7M = Smart Money Flips Risk-Off. Net drift’s sinking fast as hedge desks hedge aggressively into the close. 💣 One Snap = Volcanic Cascade. 2018 Flashback Loading… The last time skew looked this extreme, a full volatility reset followed

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I hope you would have known that what appears clear is muddy at times. if you still don't know how hedge funds work. if you are sold on your own logic and ignore fundamentals. I hope you can wake up now. hedge funds don't earn supernormal profits with you on board.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v> &nbsp;$Palantir (PLTR.US)$ for those who challenged my views last week. I hope you would have known that what appears clear is muddy at times. if you still don't know how hedge funds work. if you are sold on your own logic and ignore fundamentals. I hope you can wake up now. hedge funds don't earn supernormal profits with you on board.","text":"$Palantir Technologies Inc.(PLTR)$ $Palantir (PLTR.US)$ for those who challenged my views last week. I hope you would have known that what appears clear is muddy at times. if you still don't know how hedge funds work. if you are sold on your own logic and ignore fundamentals. I hope you can wake up now. hedge funds don't earn supernormal profits with you on board.","images":[{"img":"https://community-static.tradeup.com/news/676390e9ab6147a7a1dfc53f286c3566","width":"1080","height":"919"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499787296613256","isVote":2,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5032,"gmtBegin":1763043444293,"gmtEnd":1763648211669,"type":1,"upper":1,"title":"big boys cash out. do you","choices":[{"id":17446,"sort":1,"name":"sell and take profit","userSize":3,"voted":false},{"id":17447,"sort":2,"name":"buy so they cash out higher","userSize":6,"voted":false}]},"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":499058395546328,"gmtCreate":1762865411103,"gmtModify":1762866993586,"author":{"id":"3558046595933216","authorId":"3558046595933216","name":"DEEP.PROFIT","avatar":"https://community-static.tradeup.com/news/b115f810cc28bfbabae42f10b8ff7bcd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558046595933216","idStr":"3558046595933216"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>$Palantir (PLTR.US)$ consolidating now due to lack of catalyst . no more positive news for the time being.&nbsp; 400x p/e I predicted the fall of circle at 260usd. Insiders know it best&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>$Palantir (PLTR.US)$ consolidating now due to lack of catalyst . no more positive news for the time being.&nbsp; 400x p/e I predicted the fall of circle at 260usd. Insiders know it best&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ $Palantir (PLTR.US)$ consolidating now due to lack of catalyst . no more positive news for the time being. 400x p/e I predicted the fall of circle at 260usd. Insiders know it best","images":[{"img":"https://community-static.tradeup.com/news/676390e9ab6147a7a1dfc53f286c3566","width":"1080","height":"919"},{"img":"https://community-static.tradeup.com/news/fb565c8801c890706227894af65b1d6f","width":"1080","height":"1330"},{"img":"https://community-static.tradeup.com/news/212352de4140a7627e09a8128c649e41","width":"1080","height":"610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499058395546328","isVote":2,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5025,"gmtBegin":1762865411085,"gmtEnd":1763470170166,"type":1,"upper":1,"title":"Cathy sells. do you","choices":[{"id":17427,"sort":1,"name":"buy more so that big boys can dump","userSize":4,"voted":false},{"id":17428,"sort":2,"name":"sell and take profit","userSize":2,"voted":false}]},"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":498440137682960,"gmtCreate":1762711907293,"gmtModify":1762711911107,"author":{"id":"3558046595933216","authorId":"3558046595933216","name":"DEEP.PROFIT","avatar":"https://community-static.tradeup.com/news/b115f810cc28bfbabae42f10b8ff7bcd","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558046595933216","idStr":"3558046595933216"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;[What]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Cathy woods sell for ³ times. She did that to circles and it halved&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;[What]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp; Cathy woods sell for ³ times. She did that to circles and it halved&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ [What] $Palantir Technologies Inc.(PLTR)$ Cathy woods sell for ³ times. She did that to circles and it halved","images":[{"img":"https://community-static.tradeup.com/news/676390e9ab6147a7a1dfc53f286c3566","width":"1080","height":"919"},{"img":"https://community-static.tradeup.com/news/fb565c8801c890706227894af65b1d6f","width":"1080","height":"1330"},{"img":"https://community-static.tradeup.com/news/212352de4140a7627e09a8128c649e41","width":"1080","height":"610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/498440137682960","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":498082969047560,"gmtCreate":1762624710284,"gmtModify":1762672802176,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> 🔥💥🧠 Loading… Mag 7 Meltdown Protocol Armed! 🧠💥🔥 4/7 market gods 🩸bleeding under +10% YTD. Liquidity’s vanishing, rotations are screaming and algo desks are flashing red. META +3.3% 🟣 AMZN +9.8% 🟠 AAPL +8.4% 🔵 TSLA +6.3% 🟢 🐜 Bubble For Ants?! Momentum’s hemorrhaging, vol is coiled to explode, and gamma’s starting to crack. 🔥 $10M Put Spike Today Calls –$34.5M vs Puts +$10.7M = Smart Money Flips Risk-Off. Net drift’s sinking fast as hedge desks hedge aggressively into the close. 💣 One Snap = Volcanic Cascade. 2018 Flashback Loading… The last time skew looked this extreme, a full volatility reset followed","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> 🔥💥🧠 Loading… Mag 7 Meltdown Protocol Armed! 🧠💥🔥 4/7 market gods 🩸bleeding under +10% YTD. Liquidity’s vanishing, rotations are screaming and algo desks are flashing red. META +3.3% 🟣 AMZN +9.8% 🟠 AAPL +8.4% 🔵 TSLA +6.3% 🟢 🐜 Bubble For Ants?! Momentum’s hemorrhaging, vol is coiled to explode, and gamma’s starting to crack. 🔥 $10M Put Spike Today Calls –$34.5M vs Puts +$10.7M = Smart Money Flips Risk-Off. Net drift’s sinking fast as hedge desks hedge aggressively into the close. 💣 One Snap = Volcanic Cascade. 2018 Flashback Loading… The last time skew looked this extreme, a full volatility reset followed","text":"$Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Apple(AAPL)$ 🔥💥🧠 Loading… Mag 7 Meltdown Protocol Armed! 🧠💥🔥 4/7 market gods 🩸bleeding under +10% YTD. Liquidity’s vanishing, rotations are screaming and algo desks are flashing red. META +3.3% 🟣 AMZN +9.8% 🟠 AAPL +8.4% 🔵 TSLA +6.3% 🟢 🐜 Bubble For Ants?! Momentum’s hemorrhaging, vol is coiled to explode, and gamma’s starting to crack. 🔥 $10M Put Spike Today Calls –$34.5M vs Puts +$10.7M = Smart Money Flips Risk-Off. Net drift’s sinking fast as hedge desks hedge aggressively into the close. 💣 One Snap = Volcanic Cascade. 2018 Flashback Loading… The last time skew looked this extreme, a full volatility reset followed","images":[{"img":"https://community-static.tradeup.com/news/5c2755dcce283de4906f65edfa06bd36","width":"1641","height":"1180"},{"img":"https://community-static.tradeup.com/news/ab6ed4b3f1d199d7a77818f0acae4ef5","width":"1472","height":"847"},{"img":"https://community-static.tradeup.com/news/c482183a02edd627fec1674370a900c0","width":"2752","height":"1739"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":12,"repostSize":10,"link":"https://ttm.financial/post/498082969047560","isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4177356503735472","idStr":"4177356503735472"},"content":"📈 The $10M put spike got my attention. If vol compression really breaks, we could see a domino through META and TSLA first. I’m keeping an eye on RSI divergences across the Mag 7 because that’s usually the quiet prelude before algo reversion triggers.","text":"📈 The $10M put spike got my attention. If vol compression really breaks, we could see a domino through META and TSLA first. I’m keeping an eye on RSI divergences across the Mag 7 because that’s usually the quiet prelude before algo reversion triggers.","html":"📈 The $10M put spike got my attention. If vol compression really breaks, we could see a domino through META and TSLA first. I’m keeping an eye on RSI divergences across the Mag 7 because that’s usually the quiet prelude before algo reversion triggers."},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"📊🦅 I like how you framed the Mag 7 imbalance. The $10M put spike tells a clear story of rotation stress. I’m watching whether short gamma forces hedges to expand into next week. It feels a lot like late 2018 when liquidity gaps started widening across tech.","text":"📊🦅 I like how you framed the Mag 7 imbalance. The $10M put spike tells a clear story of rotation stress. I’m watching whether short gamma forces hedges to expand into next week. It feels a lot like late 2018 when liquidity gaps started widening across tech.","html":"📊🦅 I like how you framed the Mag 7 imbalance. The $10M put spike tells a clear story of rotation stress. I’m watching whether short gamma forces hedges to expand into next week. It feels a lot like late 2018 when liquidity gaps started widening across tech."}],"imageCount":3,"langContent":"EN","totalScore":0}]}