I feel Jensen is slightly concerned but wants to push the envelope as hard as he can. Hearing him speak about AI bubble fears, feels like he is trying to convince himself more than trying to calm the market down. 2025 brought so much profit to investors where the market just ran wild with AI hype, but the market is shifting to being more conservative and scrutinising the application of AI, not just buying into any companies claiming to use the technology. I am starting to wonder if the shortage of memory and storage (for 2026 and even into early 2027) is because of a bottleneck of available materials to produce, or companies like Seagate, WD, Toshiba, etc. are expecting the bubble to pop and therefore do not want to increase production volumes (the companies that go under will not pay up f
Interesting to note that the new round of usa tariffs will only last 150 days, does that mean reprieve for everyone after 5 months? All the countries that could not negotiate a trade deal, or were intentionally antagonised by the us president (Mexico, Canada, Brazil, etc.) will likely be the biggest winners. Still have no clue why there was a need to impose tariffs on countries that did not have surplus vs the usa, shows how disingenuous that action was...
Saw someone try to hype up $Decent Holding Inc.(DXST)$ saying it would be climbing back up next week. But online posts have been sharing that it is likely a pump and dump. Simply put, if you do not know what you are buying, and are just blindly following posts you see online, then you might just be separated from your money, and the crooks will be laughing all the way to the bank. ALWAYS DO YOUR DUE DILIGENCE, and do not let greed blind you. (In this case, just searching on google and reading a couple of posts about why it crashed, gives me a good hint of what is going on.)
I think Buffett has enough experience to know that it is fine to take profit, with potential downsides for holding on too long and risking the bubble popping. Diversifying out of tech and AI would also give some defence while others are going all in. Then again, they have money at the levels of which commonfolk can only dream of, so some of us can only make limited investments choices and the dream of striking it rich in AI and tech is highly tempting.
I view Paramount as a highly problematic company. A business being so opportunistic and firmly entrenching themselves with their borderline despotic president should concern investors and consumers alike. Paramount chose to fork out money and settle, when Trunp came knocking with a weak lawsuit, then made the decision to put an end to Stephen Colbert's populr Late Show. For a private company to be so willing to capitulate to their highly litigious president and part ways with 16m, all to get their merger to go through (Paramount and Skydance) should raise huge question marks. And if we look at the PSKY CEO, who seems to be using his dad as his crutch and bank to get things done, it feels even more icky. Much like his dad, who has questionable ethics (while handling Oracle, and si
From what I see, an old school stock like $Wal-Mart(WMT)$ will do well as a dark horse. People will tire of the volatility of tech and AI and turn back to "traditional" businesses that continue making money without too much ups and downs.
Let us see when Warsh gets in and whether he will follow the president's orders to cut interest rates. For all the reactions that Trunp's announcement brought (precious metal big slump, equities going up) expecting that the new fed chair is a inflation hawk. Once he acquiesce to the president's pressure, the fed's supposed independence (because of th inflation hawk) illusion will pop and markets will be in chaos. We will see.
Also for the coinbase vote, the more likely result was a decline, considering how markets have been playing out these couple of weeks. Crypto is in for a rough ride, with trunp satisfied with the wealth he made when becoming president and is no longer helping to generate hype
Apprehensive. Everything looks a little frail right now, and there is a need to sort through the noise. I believe that the time was due for many overvalued companies to have a price reset. 2025 was a wild ride upwards for seemingly everyone. It is however not easy to know if the bigger companies like $Microsoft(MSFT)$ has looked into their problems and have a improved plan moving forward. Interesting to note that gold has not continued climbing even while stocks looked bad, I might want to pick up a little more if a big drop happens.