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Misc Stock Market

LOL...I own AMD in my IRA, for years now and yet another OpenAI headline that is pumping another megacap. This market is so nuts right now...I am still taking a break though.

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Swap out Nortel for Oracle and you've got a dot.com crash 2.0 in the making.

It really is remarkable that nearly all economic "growth" in the US is driven from these few AI and AI-adjacent companies essentially engaging in massive B2B deals.
 
Swap out Nortel for Oracle and you've got a dot.com crash 2.0 in the making.

It really is remarkable that nearly all economic "growth" in the US is driven from these few AI and AI-adjacent companies essentially engaging in massive B2B deals.
Megacaps are just recycling capex at this point...OpenAI making these huge deals and are a negative cash flow company. This is clearly a tech bubble...but it could go on a while.
 
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