Die Wall Street sieht die KI-Blase kommen und setzt darauf, was sie zum Platzen bringt
https://www.bloomberg.com/news/articles/2025-12-14/wall-street-sees-an-ai-bubble-forming-and-is-gaming-what-pops-it?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc2NTc0OTU5OSwiZXhwIjoxNzY2MzU0Mzk5LCJhcnRpY2xlSWQiOiJUNlBESTJLR1pBTTUwMCIsImJjb25uZWN0SWQiOiJFQjZCRTEyREEyNzE0RDE5Qjc3Q0IyMjM2RTgyQ0MzQSJ9.nU-zgiN4-ojD1bJ5qDj04ewCBjiWk6FiwIHirbyVUmk
5 Kommentare
What is gonna happen if/when it pops?
AI isn’t going away, but this level of investment in the resources needed to run it is absolutely unsustainable.
What kills this all: a lightweight LLM that doesn’t require a GPU or 100’s of them to train. Open source would be another thing.
If it could run on a desktop or a phone, that’s a full blown game changer.
They used the word „euphoric“ twice to describe market sentiment around mag7 within a breath of saying PLTR is overpriced, while not mentioning TSLA at 200 forward p/e … Looney tunes shit
> While Big Tech’s valuations are high, they’re nowhere near excessive compared to past periods of market euphoria. Comparisons to the dot-com bust are common, but the magnitude of the gains from AI are nothing like what happened during the development of the internet. For example, the tech-heavy Nasdaq 100 Index is priced at 26 times projected profits, according to data compiled by Bloomberg. That figure exceeded 80 times at the height of the dot-com bubble.
Yeah this isn’t ending anytime soon, this pullback is nothing, certainly not any indication that wall st sees a bubble popping.
I’m concerned about the private money pools and leverage some companies are using. god only knows what shenanigans these financial folks are up to