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Anyone investing in AI stocks ?

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2 hours ago, ericbj said:

 

The Analog Chip the U S Can’t Stop — China Just Broke the AI Race

 

 

 

Take this with lots of gains of salt.   Well over 1/2 century ago, i was trained on analogue computers.   I worked on them a LOT.   This is NOT analogue computers as implemented from the 1940s through to the 1980s.  Don't let some video tell you otherwise.  Its wrong in characterising this as 'analogue'.  The author of the video doesn't understand analogue computing. That is very clear in first 5 minutes of the video.

 

Note Analogue computing is very very fast, but fundamentally it is not as precise.  Full stop.   Saying analogue is more accurate than digital is wrong.  What is being described in the video is NOT analogue computing. Not in the slightest.   It is digital computing with more discrete electrical states.  That is not analogue.

 

Of course to describe what is actually taking place would not get the Youtube hits, ... so a misleading title is inserted as click bait.  Be careful as to what you believe.

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  • Always a good time to invest AT THE VERY TOP

  • When a guy on a forum posts a question about it being a good time to invest in AI stocks, when he’s five years too late, you know that it’s time to sell everything and get out of the market because th

  • Just like all the suckers investing gambling in bitcoin. 

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On 11/21/2025 at 8:42 AM, Yumthai said:

 

There maybe more to the Nvidia price action story ...

 

https://substack.com/home/post/p-179453867

 

If you research this a bit more, IMHO, you will read that it has been debunked.

 

But don't believe such, go ahead and short AI stocks, ... such that those who are long will make money when there is a 'short squeeze.

 

... ok ... I don't recommend that going short ... rather i am making a point.

 

But I do recommend being careful as to what you believe.  That article is spinning an inaccurate story.  i do recommend researching more, prior to either (1) going long, or (2) going short, or (3) staying out of the market and not making money either way.

.

9 hours ago, oldcpu said:

If you research this a bit more, IMHO, you will read that it has been debunked.

 

But don't believe such, go ahead and short AI stocks, ... such that those who are long will make money when there is a 'short squeeze.

 

... ok ... I don't recommend that going short ... rather i am making a point.

 

But I do recommend being careful as to what you believe.  That article is spinning an inaccurate story.  i do recommend researching more, prior to either (1) going long, or (2) going short, or (3) staying out of the market and not making money either way.

.

Sure it's quasi-impossible to get, timely, accurate information as an outsider. That's why I mostly don't play individual stocks.

On 11/16/2025 at 11:45 AM, gargamon said:

Just like all the suckers investing gambling in bitcoin. Screenshot_20251116_124410_KiwiBrowser.jpg.311be0ccf74a740aac526bd215016715.jpg

Is it not a good time to buy a few BTC?

14 minutes ago, Will Iam Not said:

Is it not a good time to buy a few BTC?

Not if it's going to 10k as the linked article suggests. 

36 minutes ago, Will Iam Not said:

Is it not a good time to buy a few BTC?

It's time to make the effort to understand what BTC is, then you'll be able to answer your own question.

I hold shares  in a tiny AI co which makes money .

Airport security.

Otherwise it's gold miners all the way for me ...⁶

for the last 4 years.

3 hours ago, Yumthai said:

It's time to make the effort to understand what BTC is, then you'll be able to answer your own question.

BTC is easy to understand. It's a ponzi scheme. No inherent value. The only thing driving it is speculation.

4 minutes ago, gargamon said:

BTC is easy to understand. It's a ponzi scheme. No inherent value. The only thing driving it is speculation.

Yes that's why individuals, companies, institutions and countries are increasingly buying it, surely for some dumb speculative reasons.

  • Author
19 hours ago, oldcpu said:

 

Take this with lots of gains of salt.   Well over 1/2 century ago, i was trained on analogue computers.   I worked on them a LOT.   This is NOT analogue computers as implemented from the 1940s through to the 1980s.  Don't let some video tell you otherwise.  Its wrong in characterising this as 'analogue'.  The author of the video doesn't understand analogue computing. That is very clear in first 5 minutes of the video.

 

Note Analogue computing is very very fast, but fundamentally it is not as precise.  Full stop.   Saying analogue is more accurate than digital is wrong.  What is being described in the video is NOT analogue computing. Not in the slightest.   It is digital computing with more discrete electrical states.  That is not analogue.

 

Of course to describe what is actually taking place would not get the Youtube hits, ... so a misleading title is inserted as click bait.  Be careful as to what you believe.

 

Thanks for that information.


Cannot access Jensen Huang's comments to the Financia Times, as it is behind a paywall; but from looking elsewhere to find what he actually said, can find no mention of analogue processors.

 

It seems his comments suggesting China might take the lead were designed to frighten the Trump administration into reducing regulations.

 

  • Author
11 hours ago, Yumthai said:

Sure it's quasi-impossible to get, timely, accurate information as an outsider. That's why I mostly don't play individual stocks.

If you are buying index funds they say that can work when the market is steadily rising but not so well at other times.  Right now some sectors of the market seem to rise while others fall.  But the sectors change, so I guess if you use ETFs specialised in certain sectors and are alert to changes, that could work quite well.

 

The question is: how does one keep an eye on the markets without a huge expenditure of time and effort?

 

I think one should avoid as a rule following advice from brokers or from advisory services remunerated by the companies they recommend.

Better to go for a paying service which employs informed and connected research staff.

 

Some of these services put out free newsletters and/or paying ones of modest cost.  These are clearly 'lead-ins' to their oft-promoted more expensive services giving specific recommendations on exactly what to buy, and why, and when to sell.  These latter are doubtlessly well worth it for those able to make substantial investments.  These services cannot afford to be wrong too often or they lose their clientele, their source of revenue.

 

The free, or cheap, subscriptions can be helpful in keeping in touch with the markets while avoiding excessive media hype.  In addition to a monthly newsletter there are often several informative reports.

8 minutes ago, ericbj said:

I think one should avoid as a rule following advice from brokers or from advisory services remunerated by the companies they recommend.

Better to go for a paying service which employs informed and connected research staff.

In my opinion, anyone holding substantial money should has to learn and understand money management and at least investment basics. No greedy middlemen are needed, especially nowadays where knowledge is freely available at a mouse click.

On 11/16/2025 at 9:22 AM, CallumWK said:

The problem with those AI companies is that they are all heavily investing in each other, so they're pumping each other stocks up. If one goes down, and I expect this to happen in the not so distant future, there will be a chain reaction

 

And so it starts.

 

https://finance.yahoo.com/news/nvidia-stock-falls-after-report-says-google-meta-in-talks-for-multibillion-dollar-ai-chip-deal-143725770.html

 

Nvidia stock falls after report says Google, Meta in talks for multibillion-dollar AI chip deal

Nvidia (NVDA) stock fell as much as 6.5% in early trading on Tuesday after a report that the AI chipmaker could soon see greater competition from its own customer, Google (GOOG, GOOGL).

The Information reported on Monday that Google is in talks with Meta (META) for the Facebook parent to spend billions of dollars to use its AI chips in data centers in 2027.

Shares of Nvidia rival Advanced Micro Devices (AMD) also fell more than 8% following the report.

Nvidia has been subject to criticism over circular AI deals — as the leading AI chipmaker has invested in its own customers — with the famed "Big Short" investor Michael Burry recently betting on the company's decline and claiming the AI market is like the dot-com bubble.

  • Author
15 hours ago, CallumWK said:

 

And so it starts.

 

https://finance.yahoo.com/news/nvidia-stock-falls-after-report-says-google-meta-in-talks-for-multibillion-dollar-ai-chip-deal-143725770.html

 

Nvidia stock falls after report says Google, Meta in talks for multibillion-dollar AI chip deal

Nvidia (NVDA) stock fell as much as 6.5% in early trading on Tuesday after a report that the AI chipmaker could soon see greater competition from its own customer, Google (GOOG, GOOGL).

The Information reported on Monday that Google is in talks with Meta (META) for the Facebook parent to spend billions of dollars to use its AI chips in data centers in 2027.

Shares of Nvidia rival Advanced Micro Devices (AMD) also fell more than 8% following the report.

Nvidia has been subject to criticism over circular AI deals — as the leading AI chipmaker has invested in its own customers — with the famed "Big Short" investor Michael Burry recently betting on the company's decline and claiming the AI market is like the dot-com bubble.

Here is further to what you have posted.
It is a quote from within an article in The Stansberry Digest of yesterday, freely available to all via their Archive page:
[incidentally The Digest publishes both optimistic and pessimistic reviews, so they have to be right one way or the other]
-------------------------------------------------------

"While at SAC Capital (now Point72 Asset Management), I absorbed market wisdom that is, today, telling me we are at a huge and important inflection point for markets. …
MARKET BOTTOMS ARE AN EVENT, BUT MARKET TOPS ARE A PROCESS.

 

"When the market bottoms, it's due to a single event that we can usually name. For example, the Lehman Brothers bankruptcy during the global financial crisis, or the COVID-19 pandemic lockdowns.

But when markets top out, it is a longer, drawn-out process.
A market top needs to suck all the available capital into the dominant narrative at the time. That could be Japanese industrial supremacy in the 1980s, or the limitless prosperity of the Internet in 2000. It has to go through the process of getting everyone to believe in the bull case and everything that the bull case touches.

 

"That's what has happened with artificial intelligence. The tech giants that are operating AI, like Alphabet (GOOGL) and Microsoft (MSFT), have rallied to all-time highs. So has the company that's the biggest beneficiary of their spending – Nvidia, now the largest stock in the market. And so have all the "bank shot" plays, like power and utility companies.
At this point, is anyone still left to buy into the AI story? That brings us to the second quote...
IT'S NOT THE NEWS... IT'S THE REACTION TO THE NEWS.
This is pure trader wisdom. It means the market can tell you what is already priced in by looking at how stocks react to news.

 

"So let's look again at Nvidia, which is the stock that summarizes the AI trade more than any other...
Two weeks ago, the stock hit an all-time high, exceeding $5 trillion in market value. …
Since then:
The Trump administration agreed to dial down its tariff war with China...
The U.S. government shutdown ended...
And Nvidia reported results and guidance that exceeded analyst expectations.

 

"All these things are good news for Nvidia. And yet, the stock is down 12% from its recent peak.
And the reaction to the earnings announcement itself was the most telling. Again, the company handily beat estimates and gave guidance ahead of Wall Street expectations. The stock initially climbed 5%... then reversed intraday to close 3% lower.
It's a sign that folks who own the stock are using good news as an opportunity to exit. This is a giant bell ringing not just for Nvidia but for the market as a whole

.

"AI isn't just a tech phenomenon – it's a meaningful part of the entire country's GDP growth. It is the biggest driver of prosperity on Main Street...
But on Wall Street, Mr. Market is now telling us it's all priced in.
TAKE HEED OF THESE LESSONS AND PROCEED WITH EXTREME CAUTION."

 

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