[__natty__]

Is the bubble bursting? Amount of the news about bad shape of companies highly invested in AI in the past days are quiet alarming or is it just bias?

[DenisM]

This media frenzy can go on forever tho.

A Bear Sterns moment would be more solid. Oracle might ge the first to collapse if things go south, so we might be fine until then(?).

[TacticalCoder]

> Oracle might ge the first to collapse if things go south ...

Truth be told ORCL already kinda went south: they're down 65%, at $120, compared to their all-time high.

[DenisM]

Not quite a Bear Sterns scale event.

[HDBaseT]

The market can remain irrational longer than you can remain solvent.