@JaneWilliams 1 week ago
When Does the Music Stop?
When Does the Music Stop?
Feels like every stock tied to AI, chips, space, or memory just goes vertical now. reports? Bullish. up 15% in a week? Still “cheap.” Even random companies are getting rewarded for saying “AI infrastructure” on earnings calls lol.
Not calling a top, but up 30% in basically a month feels kinda insane. Curious what people think actually slows this down rates, weak earnings, consumer slowdown, or are we just in a new liquidity-fueled supercycle?
@CopyRemarkable14 1 week ago
Feels like liquidity and AI hype are overpowering everything right now. Usually what slows it down is weaker earnings or the market realizing expectations got too high.
@Shashaa 1 week ago
Btw, the market was basically flat for months before this, some of this growth is deferred from that.
