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I fear that the stock market is in a bubble
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Date: August 17th, 2026 11:25 AM Author: Israeli-American professor of Holocaust and genoci (http://www.autoadmit.com/thread.php?thread_id=5894031&forum_id=2...id.#50073130) |
Date: August 17th, 2026 11:36 AM Author: law is ea$y (🧐) What ever could make you say such a thing (http://www.autoadmit.com/thread.php?thread_id=5894031&forum_id=2...id.#50073141) |
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Date: August 17th, 2026 11:42 AM Author: ,.,.,.,.,,.,..,:,,:,,.,:::,.,,.,:.,,.:.,:.,:.::,. the weird thing is in THIS bubble earnings are actually keeping pace with share prices, at least among F500 and Big Tech. It’s not a bunch speculation based on future earnings like the dot com bubble. They’re actually earning that money right now.
GOOGL 17.4x
AMZN 21.1x
META 20x
MSFT 27x
NVDA 34.5x
AAPL 35.1x
TSLA 316x (lol TBF) |
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Date: August 17th, 2026 12:21 PM Author: law is ea$y (🧐) 316x, 3160x, pretty much whatever multiple we want
ljl at appl having higher PE ratio than most of that list though
some non-tech stocks have some crazy PEs right now as well though. eg walmart is currently 40 for no apparent reason |
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Date: August 17th, 2026 1:30 PM Author: lib quotemo = literally WLMAS = dumb nigger 🚨 this is a WLMAS account 🚨
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Date: August 17th, 2026 12:19 PM Author: Refunkulus (I Always Post Always TP) It’s a crazy situation man.
The money that the government pushed into Project Stargate was $500BN, it was basically a form of quantitative easing. Multiply that by 15-20 and you have 7.5 TN to 10 TN added to index value…which approximates the increase we have experienced since it was announced.
4x’ing the money supply during Covid and then injecting more money is fucking crazy. That said, where do you put the money? So much currency is out there.
All this AI capex is going the direction of railway mania. AI’s a viable business and technology but I don’t know much about where it will ultimately end up - I do think that index funds and Wall Street has enabled insane excess and ultimately everyday people will foot the bill.
That said I think it’s futile to try and time a cycle or bet against this stuff. I’d settle for diversifying into hard assets as a hedge. |
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Date: August 17th, 2026 12:24 PM Author: phenotype respecter (http://www.autoadmit.com/thread.php?thread_id=5894031&forum_id=2...id.#50073266) |
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Date: August 17th, 2026 12:41 PM Author: ,.,.,.,.,,.,..,:,,:,,.,:::,.,,.,:.,,.:.,:.,:.::,. the government didn’t pay a dime for Project Stargate. Altman and Ellison just let Trump announce it and take credit for it so he wouldn’t regulate their industry (which worked). But it’s 100% privately funded. (http://www.autoadmit.com/thread.php?thread_id=5894031&forum_id=2...id.#50073307) |
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Date: August 17th, 2026 1:30 PM Author: lib quotemo = literally WLMAS = dumb nigger 🚨 this is a WLMAS account 🚨
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Date: August 17th, 2026 12:22 PM Author: UhOh put it all on TLT then, should boom when the market crashes. (http://www.autoadmit.com/thread.php?thread_id=5894031&forum_id=2...id.#50073256) |
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Date: August 17th, 2026 12:23 PM Author: Fratty (michael burry) (http://www.autoadmit.com/thread.php?thread_id=5894031&forum_id=2...id.#50073260) |
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Date: August 17th, 2026 12:29 PM Author: UhOh how does he have any money left? he's made nothing but bad calls ever since 2008. (http://www.autoadmit.com/thread.php?thread_id=5894031&forum_id=2...id.#50073278) |
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Date: August 17th, 2026 12:48 PM Author: Richard Ames Burry is the most overrated investor of all time. Shkreli made a great point about him a couple of years ago. Something to the effect of Burry managing like $1 billion when there are many dudes at funds like Citadel alone managing larger "sleeves" of capital who have better track records and zero fame. (http://www.autoadmit.com/thread.php?thread_id=5894031&forum_id=2...id.#50073324) |
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Date: August 17th, 2026 12:31 PM Author: Brussels Sprout (Apropos of the Wet Snow) America has mortgaged its financial future on the twin towers of AI capex and building the infrastructure for data centers-- what could go wrong? (http://www.autoadmit.com/thread.php?thread_id=5894031&forum_id=2...id.#50073292) |
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Date: August 17th, 2026 12:42 PM Author: Fucking Fuckface I've got 225k in cash and another 200k in potential redeployment, but I can't bring myself to buy anything right now because of this craziness
I may need to just start DCAing in to growth because this shit might levitate for another year to four years at this rate |
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Date: August 17th, 2026 12:44 PM Author: Fratty could sink at midterms or implode for some other reason, but agree that as long as there is money trying to find a home, the market overall will probably prove to be far more resilient than folks think (http://www.autoadmit.com/thread.php?thread_id=5894031&forum_id=2...id.#50073315) |