>>4060
Господи, больной, вы опять портите кальсоны? Даже курс лечения монтажной пеной не помог?!
>Nvidia возвещает приход нейробоженьки, уверуйте, неверные!
"It's like selling shovels in the gold rush, and the shovel sellers are completely freaking out," Grantham said. "We'll have that euphoria like we had in railroads and in internet, and then we will have the setback that followed every single case."
The market historian said the stock-market boom reminded him of the financial frenzies that preceded the Wall Street Crash of 1929 and the ensuing Great Depression, Japan's economic implosion in 1990 that ushered in two lost decades of growth, and the collapse of the dot-com bubble at the turn of this century.
https://markets.businessinsider.com/news/stocks/jeremy-grantham-stock-market-outlook-ai-bubble-crash-recession-economy-2024-2
The expectations embedded in the price for Nvidia alone would, if fulfilled, be pretty much without precedent. One analyst has calculated that to justify its current valuation, Nvidia would need to grow its sales tenfold while maintaining a profit margin of over 50%. Possible? Yes. Likely? One might want to instead consider a sharehold on the Brooklyn Bridge.

But there are two additional features to the AI bubble that are particularly concerning. One is the sheer volume of liquidity in the markets. Despite sharply raising interest rates, the Federal Reserve has been finding other ways to pump money back into the financial system, such as the liquidity measures it put in place during last year’s regional bank run. This sea of cash is actively chasing returns and inflating asset values, which in turn is complicating the Fed’s inflation battle: as share prices rise, more people cash out and take early retirement, reducing the labour supply and thus driving up wages.

But an even bigger concern may be the rise of passive investing, which for the first time accounts for half the market.
https://unherd.com/newsroom/nvidia-a-market-bubble-waiting-to-burst/
>Кстати, чё там по криптопузырю, тоже сдувается?
Ну что вы, батенька, конечно процветает! Вот-вот уже доллар всё, а у битка рукопожатие крепкое!