The Rokslide Stock Traders Thread

[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.


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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.

 

[Poser]

Bank of America issues warning about a looming AI crash: https://247wallst.com/investing/202...warning-the-ai-boom-is-hitting-a-cash-crunch/

Meta (META) issued $30B in financing for a Louisiana data center. Meta carries $37B in total debt against over $60B in cash reserves.

Oracle holds nearly $96B in debt after an $18B bond issuance and $38B loan. Oracle’s interest payments could consume a larger share of its $3B quarterly net income.

Tech companies borrowed $75B in September and October for AI data centers. This is more than double the annual average over the past decade.

 

[LFC911]

Stopped my losses ($2k) and sold CRWV. Bought $1k of LLY, AMD, ONON, and NVO. Have a limit order in for 200 more ACHR at $8.

 

[Danny Hoey]

Stop loss hit for APLD today for me. Made some good money on it, and will probably buy back in when the dust settles.

 

[TX_Diver]

I’m 2 months away from being in long term territory with OKLO…

 

[bozeman]

AI is here to stay, I firmly believe. We are finding more and more uses in manufacturing daily and that is with our limited knowledge of it. I can only imagine what benefit we will find once we get a decent foot hold on what all we can apply it to. Jobs WILL be replaced and ARE currently being rebalanced due to their roles being minimized. There is $$ to be saved for a company who can harness and apply it properly.

 

[Poser]

https://www.thestreet.com/investing/peter-thiel-dumps-top-ai-stock-stirring-bubble-fears

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[HuntHarder]

Cramer said the AI bubble is going to burst. Usually, that means get ready for another bull run.

 

[2531usmc]

Maybe that’s what Cramer said but Buffett just dumped a couple billion into Alphabet/Google

 

[Pharmseller]

Maybe that’s what Cramer said but Buffett just dumped a couple billion into Alphabet/Google

I only have one billion in Alphabet/Google, I wonder if I should put in another. It’s in a money market, I should put it to work.

 

[noisy]

AI is here to stay, I firmly believe. We are finding more and more uses in manufacturing daily and that is with our limited knowledge of it. I can only imagine what benefit we will find once we get a decent foot hold on what all we can apply it to. Jobs WILL be replaced and ARE currently being rebalanced due to their roles being minimized. There is $$ to be saved for a company who can harness and apply it properly.

So if AI leads to job losses, high unemployment and recession, where does that leave the tech companies?

 

[bozeman]

Tech companies who have no vision and or strategy to harness the power of AI will be gone, as they should, companies who have a vision and strategy will thrive. Not a hard concept to grasp. There will be new AOL's and new Meta's..........