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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: Ivory Big International Law Enforcement Agency Theater Stage (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073130) |
Date: August 17th, 2026 11:36 AM Author: cracking deep theater What ever could make you say such a thing (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073141) |
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Date: August 17th, 2026 11:42 AM Author: Vengeful trailer park fortuitous meteor 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: cracking deep theater 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 2:00 PM Author: Vengeful trailer park fortuitous meteor yeah I have no idea what’s going on with Walmart. Their biggest competitor Amazon trades way lower (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073587) |
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Date: August 17th, 2026 1:30 PM Author: histrionic big-titted bawdyhouse laser beams 🚨 this is a WLMAS account 🚨
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Date: August 18th, 2026 12:14 AM Author: crusty forum twinkling uncleanness earnings were high af during the dot-com bubble. tax revenues led to the budget surplus that we had in 2000 iirc. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50074788) |
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Date: August 18th, 2026 9:55 AM Author: Vengeful trailer park fortuitous meteor Valuations were absurd. Microsoft was trading at like a 140 PE ratio in 1999. It took over a decade for it to reach the same share price again after the crash. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50075277) |
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Date: August 17th, 2026 12:19 PM Author: self-absorbed razzle-dazzle temple 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: the White jensen huang (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073266) |
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Date: August 17th, 2026 12:41 PM Author: Vengeful trailer park fortuitous meteor 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. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073307) |
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Date: August 17th, 2026 1:30 PM Author: histrionic big-titted bawdyhouse laser beams 🚨 this is a WLMAS account 🚨
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Date: August 17th, 2026 12:22 PM Author: Sapphire soul-stirring garrison put it all on TLT then, should boom when the market crashes. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073256) |
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Date: August 17th, 2026 12:23 PM Author: confused community account lay (michael burry) (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073260) |
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Date: August 17th, 2026 12:29 PM Author: Sapphire soul-stirring garrison how does he have any money left? he's made nothing but bad calls ever since 2008. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#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. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#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? (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#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: confused community account lay 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 (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073315) |
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Date: August 17th, 2026 1:44 PM Author: Brussels Sprout (Apropos of the Wet Snow) a recession is headed our way, buckle your chin strip (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073525) |
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Date: August 17th, 2026 8:52 PM Author: Contagious Sienna Gaping *jock strap (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50074370) |
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Date: August 17th, 2026 1:55 PM Author: Crimson party of the first part market already had two dips where QQQ was 7-8% off all time high, now its goin for another MOON, QQQ to 800 easily. all these retards saying BUBBLE!!! ljl u will be crying, we are going to PLUTO niggas, prob 50% QQQ gain from here, 1k easily by early next year
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Date: August 17th, 2026 2:01 PM Author: Fucking Fuckface *shining the "inverse Tommy" signal into the sky* (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073590) |
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Date: August 17th, 2026 2:02 PM Author: Vibrant Heaven Pistol need forced selling for a crash. the elites have nothing to make them pull back. any crash in AI will force others to flee to the other 480 stocks in the s&p500. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073594) |
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Date: August 17th, 2026 2:07 PM Author: Crimson party of the first part funny u poast this today when AI stocks are PUMPING SNDK almost 10% MRVL 6%, its the boring MSFT META etc that are shitting it up (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073613) |
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Date: August 17th, 2026 2:12 PM Author: honey-headed resort chad Anthropic's Revenue Surges to $11.5 Billion in Q2 growth from $787 million a year ago and $4.73 billion in Q1 (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073641) |
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Date: August 17th, 2026 2:15 PM Author: Richard Ames How soon until Ed Zitron needs to be put on suicide watch? (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073651) |
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Date: August 17th, 2026 2:54 PM Author: comical bright tattoo travel guidebook (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073735) |
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Date: August 17th, 2026 2:17 PM Author: Crimson party of the first part almost every big comp beat earnings but retards are still saying BUBBLE BUBBBLE (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073658) |
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Date: August 17th, 2026 2:23 PM Author: Richard Ames "But life is so hard for the average person in America!" - is what you hear from these people all the time. They don't seem to realize that: a.) these companies are global; and b.) they are projecting their own shit onto everyone else. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073664) |
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Date: August 17th, 2026 2:38 PM Author: Crimson party of the first part AI seems fraud for consumer shit but if it can cut backoffice shit in big corps by just 10-20% that is HUGE for revenue and profits (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073709) |
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Date: August 17th, 2026 2:50 PM Author: Richard Ames It will probably cut backoffice shit by closer to 30% in the next decade IMO. So many unbelievably repetitive and rote processes that AI is basically built for. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073725) |
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Date: August 17th, 2026 2:53 PM Author: Vibrant Heaven Pistol So far its been pretty shitty at that. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073733) |
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Date: August 17th, 2026 3:03 PM Author: Crimson party of the first part doesnt seem so if u see how many ppl these kikes are firing
and also theres shit like marketing etc that AI shld really cut costs on |
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Date: August 17th, 2026 3:05 PM Author: Vibrant Heaven Pistol unemployment is very low and terms have been stable.
you literally have never used AI in a work setting so you have no idea. you havent had a job since before covid? |
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Date: August 17th, 2026 3:07 PM Author: Richard Ames I think Bill Gates (lmao) once said "people overestimate what can happen in a year, but underestimate what can happen in a decade." Things will look very different in the 2030s because of the AI application layer that is being built now. It is actually still in the early innings. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073763) |
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Date: August 17th, 2026 3:08 PM Author: Crimson party of the first part rofl does that maek a diff? obviously kikes are FIRST gonna use this to cut internal costs, they dont care abt consumer expreience. its like some uber faggot i think the CEO saying they dont see the costs being worth it for consumers cause they dont maek enough money in return but for cutting internal costs ie labor this shit is yuge they can just cut half marketing, finance, legal etc
if they do they even remotely well corporate profits are gonna be huge cause they can cut payroll a ton |
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Date: August 17th, 2026 3:10 PM Author: Vibrant Heaven Pistol i work with kikes for cost cutting all the time.
have never seen AI actually cut any costs. |
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Date: August 17th, 2026 3:14 PM Author: Crimson party of the first part kikes wldnt tell goys like u wat they are doing (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073790) |
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Date: August 17th, 2026 3:14 PM Author: Vibrant Heaven Pistol i guess they just hire me to do that, but then secretly do it themselves without me. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073792) |
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Date: August 18th, 2026 10:06 AM Author: hairraiser hot trust fund So they hired you to do something which you are not doing because its impossible to do? Have you said the actual truth? |
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Date: August 17th, 2026 2:50 PM Author: Vibrant Heaven Pistol they realize.
they also know that companies at 30x PE valuations are hard to justify when the norm is closed to 20x and even a return to normal means a 1/3rd decline in the market.
valuations are so high because the Fed killed off cash as was a saving |
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Date: August 17th, 2026 3:04 PM Author: Crimson party of the first part plz watch gorgeous nowag TOM LEE this PE valuation shit is becoming nonsense after recent earnings killing it, u are actually gonna have a CHEAP market with lots of CHEAP stocks (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073758) |
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Date: August 17th, 2026 3:05 PM Author: Vibrant Heaven Pistol and yet no company has increased earnings from AI, except for those who make the products necessary for AI. cool (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073761) |
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Date: August 17th, 2026 3:08 PM Author: Richard Ames Are you Ed Zitron? (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073764) |
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Date: August 17th, 2026 3:11 PM Author: Vibrant Heaven Pistol no. just saying what i have seen in the space of cost cutting (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073776) |
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Date: August 17th, 2026 3:13 PM Author: Richard Ames I think you need to widen your time horizon. A lot of the cost cutting will come from changing how hiring is done over the medium term. That, and LLMs are the infrastructure layer on which industry and function-specific applications are being built. These apps are what will dramatically reduce the need for all sorts of "middleware" style repetitive labor.
What's more, younger people growing up with all this shit will adjust what they pursue and how they pursue it in ways that exist outside of our own paradigms. |
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Date: August 17th, 2026 3:15 PM Author: Vibrant Heaven Pistol yes and that is why i am long the overall market, but like airplanes didnt make the airlines rich or ATMs didnt make banks so much more profitable, lets see. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073798) |
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Date: August 18th, 2026 10:04 AM Author: Chocolate talking affirmative action office > younger people growing up with all this shit will adjust what they pursue and how they pursue it in ways that exist outside of our own paradigms
younger people are all mouth breathing retards, or have you not been paying attention? They can't write, they can't spell, they can't do basic arithmetic bc tablets and now AI have and continue to cook their brains
i've got little kids and i'm watching it happen, my kids COAST at their school bc the other parents just threw tablets in front of their kids growing up and now they all have the attention span of a chicken, and this is an expensive private school, gotta figure public schools is a fucking bloodbath of retardation
my first grader has a vocab list first week of school she's expected to learn this week, and it's words she could spell first week of kindergarten like "the" and "of" and there are parents i the group chat complaining about how IMPOSSIBLE this list is
my oldest had assigned reading this summer and an essay to write on it, and a couple days before school started, school admin had to send an email out to the entire grade saying the deadline was extended by a MONTH bc basically no one had even bought the book yet and irate parents were calling to bitch about how retard timmy doesn't know how to turn a page
millennials are hands down the worst presidents ever, yeah boomers were turbo but at least they beat the shit out of their lazy kids and threw their stupid kids in a burlap sack and sank it to the bottom of the river |
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Date: August 18th, 2026 1:03 PM Author: Richard Ames LMAO tyft. My number one focus when it comes to school for my kids is No Screens. And obviously no screens for the kids in the house until they are basically 18.
Though tbh I wasn't referring to like 10 years olds, I meant 18 - 25 year olds that are already adjusting. A lot of this adjusting will legitimately just be people going into non-office jobs. Younger people will increasingly not go to college (or 4 year school LMAO). I am a Big Believer that a huge number of colleges will go away over the next 10 - 20 years. |
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Date: August 17th, 2026 3:09 PM Author: Crimson party of the first part how do u measure if their earnings growth is from AI faggot? like every big comp just beat earnings, earnings growth is INSANE right now, but u cannot necessarily say its from AI but obviously there's a temporal connection, benchod bloody (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073768) |
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Date: August 17th, 2026 3:10 PM Author: Vibrant Heaven Pistol what was non tech earnings growth QoQ? (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073775) |
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Date: August 17th, 2026 3:14 PM Author: Crimson party of the first part nigga somethign nigga (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073791) |
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Date: August 17th, 2026 3:11 PM Author: Richard Ames When read through the lens of knowing that you don't have a storage locker or anything anywhere...that you are basically devoid of all possessions wandering the Earth just to write brutal attack poasts like this, it really brings me joy. (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073779) |
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Date: August 17th, 2026 3:15 PM Author: Crimson party of the first part thank u bloody bitch benchod bastard shit i furk ur closet (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073794) |
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Date: August 17th, 2026 2:58 PM Author: comical bright tattoo travel guidebook (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50073743) |
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Date: August 17th, 2026 2:37 PM Author: Crimson party of the first part experts now predicting SP to 10000 in nexts 18 months which wld be 32% gain
https://www.youtube.com/watch?v=nqU8hEeIj3s |
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Date: August 17th, 2026 8:52 PM Author: Contagious Sienna Gaping Hey, anyone remember what the predictions were like in 2007? (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50074372) |
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Date: August 18th, 2026 9:58 AM Author: thriller institution round eye OP licks snizz (https://xoxohth.com/thread.php?thread_id=5894031&forum_id=2#50075279) |