- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Winter Olympics
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Are AI stocks the next "dot com bubble" ?
Posted on 9/26/25 at 4:10 pm to beaverfever
Posted on 9/26/25 at 4:10 pm to beaverfever
quote:This'll probably do it:
Which stocks are people referring to when they say AI stocks? I genuinely don’t know.
This post was edited on 9/26/25 at 4:11 pm
1
Posted on 9/26/25 at 4:13 pm to bayoubengals88
Thank yo for sharing that. 
The first page are companies that mostly make a shite load of money so i don’t think I could compare those to the dot come bubble. There are definitely some page two and three names that might be suspicious.
Did the quantum stocks just claim AI adjacency because that seems like a stretch. Quantum is a solution (maybe?) without a problem so I’d definitely be weary there.
It feels like cyber kind of gets lumped in with AI and that was a mega theme before AI so I don’t really get that. The valuations are definitely steep though.
The first page are companies that mostly make a shite load of money so i don’t think I could compare those to the dot come bubble. There are definitely some page two and three names that might be suspicious.
Did the quantum stocks just claim AI adjacency because that seems like a stretch. Quantum is a solution (maybe?) without a problem so I’d definitely be weary there.
It feels like cyber kind of gets lumped in with AI and that was a mega theme before AI so I don’t really get that. The valuations are definitely steep though.
Posted on 9/26/25 at 4:23 pm to bayoubengals88
One theme I’m noticing is a lot of companies attaching themselves to AI and catching a bid. They’re absolutely in a bubble. Most of those companies are relatively small potatoes though.
The Mag 7/mega caps are mostly monster growth machines that print money. They’re carving up small to medium sized businesses every day. That’s very real and nothing like the dot com bubble.
The Mag 7/mega caps are mostly monster growth machines that print money. They’re carving up small to medium sized businesses every day. That’s very real and nothing like the dot com bubble.
Posted on 9/26/25 at 4:28 pm to FAT SEXY
Companies investing in AI are profitable. Many of the companies receiving the CAPEX are making real revenue from that CAPEX.
But so far AI itself isn’t driving any substantial revenue as a technological innovation. Will it change everything? Probably.
But so did the internet.
Price matters. Thats all I can encourage everyone to keep in mind who is heavily tied to the AI trade.
But so far AI itself isn’t driving any substantial revenue as a technological innovation. Will it change everything? Probably.
But so did the internet.
Price matters. Thats all I can encourage everyone to keep in mind who is heavily tied to the AI trade.
Posted on 9/26/25 at 4:46 pm to LSUcam7
quote:The one thing that rhymes when comparing the advent of the internet and AI is that they are both incredibly deflationary.
But so far AI itself isn’t driving any substantial revenue as a technological innovation. Will it change everything? Probably.
My point is I’m not sure there will be a huge revenue boom unless it’s funded by a huge increase in the money supply. I’m banking on the massive tech companies improving their margins and offering services that allow a few other companies to ascend to their stature while “average” companies close down at an accelerating rate.
Posted on 9/26/25 at 5:44 pm to beaverfever
I actually think eventually AI will be a very normal part of most people’s lives over time.
A local restaurant here has a great AI agent they use instead of taking anyone’s time to maintain the phones. That’s margin.
Congress will make sure the printer is turned on at all times so nothing to worry about there.
A local restaurant here has a great AI agent they use instead of taking anyone’s time to maintain the phones. That’s margin.
quote:
huge increase in the money supply
Congress will make sure the printer is turned on at all times so nothing to worry about there.
Posted on 9/26/25 at 5:46 pm to bayoubengals88
Looking at the list from 12/99
You have 2 AT&Ts, an AT&T spinoff (Lucent); an AT&T future acquisition and spinoff (Time Warner)
You have 2 AT&Ts, an AT&T spinoff (Lucent); an AT&T future acquisition and spinoff (Time Warner)
Posted on 9/26/25 at 5:52 pm to bayoubengals88
Seems like an apples to oranges comparison. Worldcom/AT&T/Time Warner aren’t really even dot.com casualties.
AI bubble would be more closely compared to the chip sector. Many will enter, but only one can exit.
INTC, NVDA, AMD come to mind…2 of 3 have basically been dead money for decades. I’m sure there were other burnouts nobody even remembers.
I remember PALM, Sharp, BlackBerry, and even Microsoft face planted in the handheld market…as the result of a product from a company that narrowly escaped bankruptcy.
AI bubble would be more closely compared to the chip sector. Many will enter, but only one can exit.
INTC, NVDA, AMD come to mind…2 of 3 have basically been dead money for decades. I’m sure there were other burnouts nobody even remembers.
I remember PALM, Sharp, BlackBerry, and even Microsoft face planted in the handheld market…as the result of a product from a company that narrowly escaped bankruptcy.
Posted on 9/26/25 at 5:59 pm to lsuconnman
Will the same companies that benefit from civilian use, also benefit from DoD use of AI?
Posted on 9/26/25 at 6:15 pm to RoyalWe
In my opinion, we are in the early stages of AI. Yes, they’ll be winners and losers. However, I’m seeing how it’s going to help companies save time/money and it’s only going to get better.
There is a reason they are paying these AI superstars 100 million.
There is a reason they are paying these AI superstars 100 million.
Posted on 9/26/25 at 7:32 pm to Jmcc64
quote:
Will the same companies that benefit from civilian use, also benefit from DoD use of AI?
Who knows.
But, one thing I am certain about, the whole “post scarcity society” concept those companies are expressing is ludicrous.
AI may be able to provide it, but one company will own it, and it will not share it for the benefit of mankind.
Posted on 9/26/25 at 7:36 pm to FAT SEXY
It certainly has that feeling
Posted on 9/27/25 at 10:20 am to bayoubengals88
quote:
Lay 'em on me.
Will Do! Not all of them are entirely on AI. Some are on general emergent technology, but they are still relevant. I will also list in order of the ones I felt were most informative:
1) Unit X: How the Pentagon and Silicon Valley are Tranforming the Future of War
2) Four Battlegrounds: Power in the Age of Artificial Intelligence
3) Brave New Worlds: How AI Will Revolutionize Education
4) Empire of AI: Dreams and Nightmares in Sam Altman's OpenAI
5) Wired for War: The Robotics Revolution and Conflict in the 21st Century
(This one is dated, however relevant)
6) Army of None: Autonomous Weapons and the Future of War
(This last one was also dated and I did not find it very relevant.)
I have bought this one listed below, however have not read it yet. I am finishing a couple of economic history books (in case you want that recommendation I also listed it below.)
To Read: Artificial Intelligence and its Impact on Society
Economic History books:
1) A Monetary and Fiscal History of the Unted States, 1961-2021
(Outstanding book)
2) After the Music Stopped: The Financial Crisis, the Response, and the Work Ahead
This post was edited on 9/27/25 at 10:23 am
Posted on 9/27/25 at 9:08 pm to FAT SEXY
Posted on 9/28/25 at 9:53 am to bayoubengals88
Anyone still holding AMD? I’m thinking of selling mine to replace with NBIS
Posted on 9/28/25 at 5:33 pm to Neauxla
quote:
Anyone still holding AMD? I’m thinking of selling mine to replace with NBIS
You really think NBIS has more legs?
Posted on 9/28/25 at 6:30 pm to TigerFanatic99
quote:In IT and BB8 I trust
You really think NBIS has more legs?
Posted on 9/28/25 at 8:38 pm to Neauxla
Posted on 9/28/25 at 8:39 pm to TigerFanatic99
quote:It just rolled over or started crawling. Not even walking yet.
You really think NBIS has more legs?
Posted on 9/29/25 at 1:19 pm to LSUcam7
quote:
I actually think eventually AI will be a very normal part of most people’s lives over time.
A local restaurant here has a great AI agent they use instead of taking anyone’s time to maintain the phones. That’s margin.
I think this is the key. In the next five years, "everyday AI" is going to explode. Like another poster said, the regular guy thinks Grok and ChatGPT are AI, and are completely oblivious to what is going on in automation in just about every industry.
I liken the time we are in to 1993. In 1993, I had to go to a specialized computer shop to get a PC, order a modem, etc. By 1995, you could buy Packard Bells and Compaqs at Wal Mart. By 1997, Gateway was a household name.
None of those companies exist today, but were part of the PC revolution. AI will be similar as it becomes more mainstream.
Page 2 of 3
Popular
Back to top
Follow TigerDroppings for LSU Football News