Hi, not a big investor here; not pouring over trends but a big history buff and techie who went through more than one boom and bust.

The media today asked THE QUESTION that always proceeds a bust; "is there a bubble?" Of course they were asking about AI and that is the rocket fuel behind Nvidia becoming more than PC gaming and hot stock.

Now, let's be honest, by the time media asks the question, it's definitely already happened. There has been an AI bubble for about 9 months now.

The point where the reckoning happens is market saturation, where Demand has been met or drops sharply, or both.

I argue that we will see both by year end.

Now the media asked the question due to market turmoil this weekend. This turmoil is zero percent related to AI sales.

However it is related to job growth, which WILL affect AI sales. As wages and turnover decrease, the cost benefit of AI also decreases, and managers love seeing asses in seats. Why else for all the RTW trends?

Also, hype is decreasing. The futuristic hype jumped the shark when the guy who hates paying taxes went on his social platform to suggest AI would replace so many jobs we would need Universal income...

That definitely made everyone stop and reconsider because how fast can you get to your private jet before a mob of angry and jobless people can grab you?

So, my bearish prediction is that NVidia stock Will soar high until January, then crater with the AI crash that Will accompany an economic correction due to idiotic fiscal policy by the Fed using models from 1975.

AI will increase again with a giant spike in 2032 as the last Boomers retire and the knowledge gap created by repeatedly laying off Millenials in the workforce finally has to be addressed, as said generation enters peak earning years with minimal incomes that will destroy a consumer economy.

On the plus side, that will end China, probably half a billion dead....