Ask HN: Let's all sell our AI stocks, short Nvidia and pop the AI bubble

dmvjs 1 hour ago |

you first

roschdal 1 hour ago |

the AI emperor is naked.

At least AI is not depressed all the time and trying to make everyone lose their money

bigyabai 2 hours ago |

Shorting Nvidia this late into the game would just reward the people going long on the stock, perpetuating the bubble with your own hubris.

roschdal 2 hours ago | |

Nvidia P/E ratio 34.47. should be 10.

bigyabai 2 hours ago | | |

It can get even higher.

roschdal 2 hours ago | | |

I can remain irrational far longer than AI stocks can pollute nature, pillage earth and cause drought and heat related fires.

Today is the Terminator AI moment.

bigyabai 2 hours ago | | |

> I can remain irrational far longer than AI stocks can pollute nature

AI, pollution, eminent domain and global warming will all outlast you.

> Today is the Terminator AI moment.

Try mid 1990s, the earliest deployment of autonomous-kill weapons like the Patriot System and CBU-97 SFW.

dieselgate 2 hours ago |

> Humans are better than AI. Sure.

> sell our AI stocks... and pop the AI bubble

Not sure it works that way, unfortunately. e.g. index funds

__patchbit__ 2 hours ago |

Routes. Resources. AI. Accelerated Infrastructure. What is there to not like?

roschdal 2 hours ago | |

I don't like the AI datacenters, Sam Altman and Claude slop.

VirusNewbie 1 hour ago | | |

why do you like normal data centers but not "AI data centers"? What do you think the difference is? When does a normal data center turn into an AI data center?

roschdal 47 minutes ago | | |

See butlerian jihad:

https://dune.fandom.com/wiki/Butlerian_Jihad

JoshTriplett 2 hours ago |

Standing reminder: The market can remain irrational longer than you can remain solvent.

roschdal 2 hours ago | |

My intuition tells me I am right about this one.

bigyabai 2 hours ago | | |

Your intuition has been telling you this same thing for years, now:

https://news.ycombinator.com/item?id=45530497

https://news.ycombinator.com/item?id=44203174

https://news.ycombinator.com/item?id=41093016

If you shorted Nvidia back when you started complaining, you would not be any richer or better-off today. I'm not an AI maxi, but you've let your own emotions poison your understanding of the AI market segment.

toomuchtodo 2 hours ago | | |

Grab a coffee with Leopold Aschenbrenner, ask how their experience with intuition went. You must be right, on time, and with sufficient capital behind you to win.

lesuorac 1 hour ago | | |

Arguable he had all 3. He was right about the market going up for AI, he was right about the years, and he had double-digit billions behind him.

It's just there's no sufficient capital when you decide to re-leverage to 4x every time you can.

toomuchtodo 1 hour ago | | |

He was too early.

tanseydavid 2 hours ago | | |

Another standing reminder:

LONG position: potential losses (FIXED), potential gains (INFINITE)

SHORT position: potential losses (INFINITE), potential gains (FIXED)