So if this is true, there's AT LEAST a 24% chance we AI is a bubble. Market is NOT pricing that. $qqq https://t.co/ZA8KI124nV

Keep seeing Black Monday trending... Been a lot of these lately. One of these days it'll be the real one. Are you prepared, or at least hedged? https://t.co/fdYlQPP36v

"Median P/S for Popular Stocks: At the height of the bubble, the median P/S ratio for popular and high-flying internet/tech stocks scaled to around 18x to 23.75x, depending on the exact basket of companies analyzed." OpenAI Price to Sales at 2B valuation. ~20X 🤔

I think the AI trade is the weakest new tech sector of them all. Source: I asked grok. https://t.co/hLSQv3O2Ex

Token costs are coming down at the same time. My bet is the customer wins but not the AI companies. Good luck trying to monetize by embedding ads in AI results. I think subscription prices drop.

Why are people even trying to get rich if AI is going to wipe out humanity this century?

Nope. Long term rates = Inflation + Growth rate In a recession this figure is near zero.

Exactly. There's a really good chance that AI tech will kill its own profitability by commoditizing itself. If token price falls faster than token usage its game over. Imagine paying per Google Search, it's laughable these days.

The long end is please with the short end hike. It's setting up a nice tailwind for when oil prices crash back down to $40.

We are NOT going way back up in short-term yields. This is just a counter-trend rally. That little blip in nothing. Let's not make it a "new paradigm" again. Have some perspective people! https://t.co/npYgBqOaJB