The Rokslide Stock Traders Thread

[noisy]

Side note it’s interesting to me all the articles talking about how the energy used for BTC was bad for the environment but not a peep about AI.

Could have something to do with the fact that AI is useful, and BTC is useless.

 

[Poser]

Bessent has already walked back Trump's suggestion for $2,000 "dividend" payments, saying that they will come in the form of tax cuts: social secuity tax breaks, no tax on tips, etc. It was an empty claim from the get-go as $2000 payments would require something in the realm of $600 billion worth of tariff revenue.

 

[2531usmc]

Yeah data centers and power/energy to run all of these AI systems are going to be needed on a large scale. Wherever there is cheap energy is where they will build. Just like BTC mining centers.

China has been building massive solar farms to help off set energy needs. I wonder what they need all that energy for. Also GDP goes up as energy creation goes up.

Side note it’s interesting to me all the articles talking about how the energy used for BTC was bad for the environment but not a peep about AI.


Sent from my iPhone using Tapatalk

Yep, AI killed the green and renewable energy revolution.

 

[MuleyFever]

Side note it’s interesting to me all the articles talking about how the energy used for BTC was bad for the environment but not a peep about AI.

There is no shortage of articles on the environmental impacts of AI.

I work for a commercial roofing company and we have seen some massive jobs out there for the tech sector which I assume are data centers.

 

[SikaSeeker]

Picked up a lot of Rolls Royce at start of covid when aviation was hit badly. Based on nothing but a hunch, it 10xd since. Timing and luck is all, for me at least.

 

[Poser]

With lots of discussion around a looming "AI Crash", I assume the investments in these data centers, will be what ultimately breaks the financial backs of the tech companies?

 

[LFC911]

Thinking about buying the dip in CRWV, any thoughts?

 

[Clarkdale17]

With lots of discussion around a looming "AI Crash", I assume the investments in these data centers, will be what ultimately breaks the financial backs of the tech companies?

Once investors come to the realization that the trillion or more dollars they loaned out to the AI companies will be difficult to get back due to many of the AI companies not turning a profit is what most people believe will cause the crash.

The cost to build and keep the data centers running is staggering, not to mention the chips only last a few years for now. The AI companies seem to think people will pay for subscriptions, but I just don't see that happening at the level needed to turn a profit. I certainly won't be paying for AI anytime soon nor do I know many that would given the current abilities and mistakes it makes.

 

[Poser]

The AI companies seem to think people will pay for subscriptions, but I just don't see that happening at the level needed to turn a profit. I certainly won't be paying for AI anytime soon nor do I know many that would given the current abilities and mistakes it makes.

I worked a side hustle job for a tech company for 5 years. In late 2023, they went all in on an an extremely expensive AI purchase from their parent company. The implementation was rocky at best with much resistance and even revolt from the workforce. By the Spring of 2025, the company went under -crushed by the cost of the AI they bought into that was supposed to be the game changer. The parent company that sold them the AI, which, just 2 years ago was valued at 1 billion dollars, promptly went under this Fall.
It was a great side gig for a few years, but a very dramatic fall from grace to be a part of. I'm not optimistic about AI as the solution to everything. Supposedly, the workforce was to have an "AI co-pilot" but all the workers were doing was training AI to replace them. That may very well have been a pre mature experience with AI sinking a company, but I suspect the AI companies are hyperinflating their capabilities and hiding the operational costs.

 

[Clarkdale17]

I worked a side hustle job for a tech company for 5 years. In late 2023, they went all in on an an extremely expensive AI purchase from their parent company. The implementation was rocky at best with much resistance and even revolt from the workforce. By the Spring of 2025, the company went under -crushed by the cost of the AI they bought into that was supposed to be the game changer. The parent company that sold them the AI, which, just 2 years ago was valued at 1 billion dollars, promptly went under this Fall.
It was a great side gig for a few years, but a very dramatic fall from grace to be a part of. I'm not optimistic about AI as the solution to everything. Supposedly, the workforce was to have an "AI co-pilot" but all the workers were doing was training AI to replace them. That may very well have been a pre mature experience with AI sinking a company, but I suspect the AI companies are hyperinflating their capabilities and hiding the operational costs.

Yes I totally agree. The fact that Open AI just asked the government to back their loans is a red flag to me. It seems they know they’re in over their heads and looking for a bailout from taxpayers again.

All the layoffs and job losses that companies say are AI I believe are mostly a cover story for downsizing to keep profits and outsourcing to third world companies in a slowing economy. I’m sure there are losses to AI but I don’t see them in the numbers that are currently coming in.

 

[Hydra6]

Yes I totally agree. The fact that Open AI just asked the government to back their loans is a red flag to me. It seems they know they’re in over their heads and looking for a bailout from taxpayers again.

All the layoffs and job losses that companies say are AI I believe are mostly a cover story for downsizing to keep profits and outsourcing to third world companies in a slowing economy. I’m sure there are losses to AI but I don’t see them in the numbers that are currently coming in.

Job losses from AI real and growing. AI will decimate white collar jobs. Not sure what college Business grads will do in future. Any kind of spreadsheet job being replaced by AI - accounting, accounts receivable, accounts payable, purchasing - all threatened. Every day another large company laying off a few thousand.

I worked as a leader in Digital Transformation and while I focused on process control and automation - my boss focused on AI. Skynet is real - Skynet won't kill you with Terminators, it will terminate the jobs.