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The potential for a crash in the AI sector is similar to the dot-com bust, which was significant but not as severe as the 2008 financial crisis.
NVIDIA's $100 billion investment in OpenAI is reminiscent of late-stage bubble behavior, similar to past tech bubbles.
The AI industry might experience a crash similar to the dot-com bubble, but it is unlikely to be as severe as the 2008 financial crisis.
The AI market might see a crash similar to the early 2000s, but this would be an opportunity to invest as AI is expected to continue growing.
Analysts are warning about AI bubble fueled by companies pouring money into each other's coffers. It's a ticking time bomb!
The AI sector might experience a crash similar to the 2001 dot-com bubble, but it won't be as severe as the 2008 financial crisis.
Over 80% of the stock market gains in 2025 are from a few AI-related companies. This is not a sustainable economic model, as these companies are essentially trading among themselves.
Valuations in AI are at a bubble stage, with companies having $50 million ARR being valued at $10 billion. This is unsustainable and indicative of a peak bubble.
The concentration of market value and earnings growth in a small number of companies poses risks. A significant market drawdown could trigger a recession, especially if AI expectations are not met.
The AI bubble remains large but hasn't popped. Companies like OpenAI are selling a high-margin story while hoovering capital cheaply and investing in infrastructure, which may not depreciate as fast as expected.