92% of the GDP growth for the first half of the year was investment in AI processing centers.

[drudge X]

Have you seen the circular deals?

The AI boom's reliance on circular deals is raising fears of a bubble

A spate of recent deals among AI's biggest players has tightened the circle of companies and investments underpinning the technology’s explosive growth.

www.nbcnews.com

Well, you can sell all your semiconductor holdings in stock, 401, IRA, or ETF. I am scooping up more. Semiconductors will power the entire world.

 

[Mashmont]

Without building those data centers GDP growth was 0.1%.

Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says | Fortune

Is a U.S. without data centers a country without GDP growth?

fortune.com

Wal street's current rally is balanced on a one legged stool of AI.

And the tech companies are all very overvalued.

We call this a "bubble".

When it pops, look out.

The DJIA is based on the 30 top diverse companies. Trump's DJIA has risen 11% in just nine months. That means the DJIA has grown across the board. Therefore your headline is a lie.

 

[Crepitus]

The DJIA is based on the 30 top diverse companies. Trump's DJIA has risen 11% in just nine months. That means the DJIA has grown across the board. Therefore your headline is a lie.

No, it doesn't. It means the winner gained enough to offset the losers. Some of the tech stocks are massively inflated at the moment.

That's what a "bubble" is.

 

[Mashmont]

No, it doesn't. It means the winner gained enough to offset the losers. Some of the tech stocks are massively inflated at the moment.

That's what a "bubble" is.

20 of the 30 DOW stocks have risen in 2025. What now?

 

[Crepitus]

20 of the 30 DOW stocks have risen in 2025. What now?

Feel free to provide a list or at least and link to prove your assertion.

 

[Mashmont]

Feel free to provide a list or at least and link to prove your assertion.

Sorry. It's 23 of the 30. What now?

 

[TimFitz]

So is A.I. technology a bubble? or is it the next big thing? apparently you seem to think it is NOT the next big thing, is all a mirage and will go away... hmmm
Most likely what will happen is the pretenders will be separated from the successful companies and some will fall by the wayside. true.
Chances are though we are only in the begining stages of A.I. technology. So tell us... do you really believe that the upside of A.I. is all over?? care to explain your position?

Bubbles are often a part of the evolution of
the next big thing”.

in the 19th century, the rise of railroad overbuilding, bubble, recovery, boom cycle repeated itself several times: 1837, 1857,1873, 1893,1901 and 1907.

So, it’s not an either/or question. But timing it is!

 

[Crepitus]

Sorry. It's 23 of the 30. What now?

So no list?

 

[Mashmont]

So no list?

I don't chase my tail for leftwingers doing their homework for them. I learned that a long time ago. If you want to find out, you'll look. Just ask the question to Google AI.

 

[TimFitz]

I don't chase my tail for leftwingers doing their homework for them. I learned that a long time ago. If you want to find out, you'll look. Just ask the question to Google AI.

But making up claims you can’t back up is quite normal for you.