The Rokslide Stock Traders Thread

[MountainTracker]

There are dying companies that have placed the “AI” next to their name just to get a boost in funds, but aren’t doing anything, they will burnout fast. Mcds could say they are using AI to reduce overhead and their stock will pump.

I imagine the people that want it for free are the people that are using it for memes. Businesses will pay for it to reduce costs from employees, increasing their revenue. AI doesn’t call in sick, get injured, need a day off, can work 24/7. That is why companies will pay for it.

Tesla is already using it for FSD, grok, bot

I do believe it would grow much faster than the internet boom.


IMO


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[sasquatch]

What the market does in the short term is mostly irrelevant unless you are a trader or are retiring, which at that point you should be in less risky markets

Long term, I feel confident AI will make money and that’s what I care about. Especially with the regular workforce becoming more and more pitiful. We are the ones forcing the AI investments. I could never imagine trying to run a business with today’s skills set and work ethic challenges.


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[sasquatch]

If Oracle is having a tough time making any money on their AI investments including with nvidia chips, how do you think the rest will fare out? Probably not too good. I think AI is way overhyped and the profit potential is way overstated. Perhaps Oracle is the canary in the coal mine. Microsoft has also stated last qtr that their clients don't want to pay extra for AI, it's expected to be provided at no cost. If those two can't make it happen, AI as a valid profit center might be doomed. Investors are already getting the willies......the next 6 months is going to tell the tale.

Yeah, I went thru the dotcom bubble and even Microsoft sank 85% and share price didn't go up for nearly 8 years even though they were profitable. It definitely wasn't only nonprofitable and new companies getting pommeled like you might think. It's pretty much that same thing again with FOMO and momentum trades far removed from legitimate PE ratios...1999 all over again and early 2000 sank the nasdaq 85% and the SP500 65%. Palantir is at what, 165 PE and sp500 at 22.5 or so for an extended period. What could possibly go wrong?

I sure wish I had Microsoft back then and lost 85%. All I would’ve had to do is leave the other 15% sit and I’d be pretty comfortable right now I bet.


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[sasquatch]

Another thing that has changed since the dot.com bubble, from an investment support side (which is what really controls the stock prices) is…..

There’s been a huge switch from then to now, in people just investing into S&P 500 ETFs and such on an automatic basis that money keep rolling in weekly to the index, and is then dispersed to these big company’s

Yea media hype and AI trading platforms swing stocks around based off news headlines, but long term the retail investor still holds down the fort.

Way more people and methods of investing keep money being deposited to these companies today then could even be imagined in 2000. Pensions alone disappeared and created a big 401k demand, amongst all the other ways of investing now that keep it going. HSAs, Roths, 529s, etc etc.


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