AI
C3.ai, Inc.
stock NYSE

You know what? I dont have proof but its easy to speculate because first the reps in congress voted agaisnt releasing the files, then they stalled on including an elected congress woman to impede the vote, and finally, when some Republicans broke rank and sided with the dems and they had no other option but release them. Thats when trump, bondi, and co were all for releasing them. Mind you, releasing the same files that were called a hoax, but also only incriminating dems, and lastly also too sensitive to release in full detail.
Now here we are, with a law in place to release them fully by the 19th (which they missed), and 95% of what was released was full pages completely redacted information.
So tell me? Is it us the people, including myself who would happily let anyone on the left or right burn for this, that are wrong for having only speculations left?
Release the files completely. No one innocent does all of this. If even Clinton is calling for the release, then do it and we can prosecute the person who made this photo with AI, if that is the case.

Here’s Claude’s summary:
The article discusses how Nvidia has been providing billions of dollars worth of GPU chips to CoreWeave and other cloud providers through unusual financing arrangements that blur traditional vendor-customer relationships.
Main points:
The financing structure:
∙ Nvidia has extended $11 billion in loans to CoreWeave to purchase Nvidia chips, making it both vendor and creditor
∙ CoreWeave used these chips as collateral for additional borrowing from banks
∙ This arrangement helped CoreWeave rapidly scale to become a major AI cloud provider
The risks:
∙ Creates circular dependency where Nvidia’s revenues depend on debt it’s enabling
∙ If AI demand weakens and CoreWeave can’t generate sufficient revenue, both companies face problems
∙ Banks are now exposed to AI chip depreciation risk, as GPUs serve as loan collateral
∙ Current chip values have already declined significantly (H100s dropped from $40k to under $30k)
Market implications:
∙ Reflects Nvidia’s aggressive push to maintain growth and market dominance in AI infrastructure
∙ Similar arrangements may exist with other “neocloud” providers
∙ Raises questions about sustainability of current AI infrastructure buildout
∙ Creates potential systemic risk if multiple leveraged providers face simultaneous difficulties
The broader context:
∙ Strategy has worked so far, with CoreWeave growing rapidly and going public
∙ But it concentrates risk in ways that aren’t fully transparent to investors
∙ If AI revenue growth disappoints, the interconnected financing could amplify problems

When you read texts from great value investors, like Brown, Bogle or Graham, one of the most important things of value investing is: understanding how companies make money. I do not understand how AI is currently earning money or doing this in the future. They build a lot of data centers and computation power, but for what? Money is currently circulating, fed by private equity.
They promise that the technology will enable them to save a lot of salaries by replacing workers. But AI is dumb, and cannot decide if things are right or wrong. AI is not intelligent. Think about an army of cheap dumb workers. No company can use them in their business on the long run.
It feels like a giant startup, with little probability to succeed. And this is a high risk bet. For me AI investing is no value investing, it is rather speculation.

Well tbh, there wasnt deficit back then. There's been a cumulative deficit of over 800million Oz in the past 5 years now.
We also have a bunch of other things that will add to it in the coming years, 5g towers, possible 6g in the future, AI data centers, and solid state batteries.
On top of that, the decoupling of the USD with BRICS nations moving towards a hard asset backed currency. The debt to GDP ratio also wasnt over 100% back then and the national debt was about half of what it was today. There wasnt any restrictions on exports of metals from China either and silver wasnt on any critical strategic reserves from any sovereign nations like they are today

Yall do know that this photo is real and not AI right?

Yeah just like how Deepseek was clear proof that you could build an AI model for cheap thanks to the chinese tech industry without relying on Nvidia, then it turned out to be an old OpenAI version running on cheap Nvidia hardware. I'm totally believing the South China Morning Post on this article though.

I asked AI about this and it said Epstein collected celebrity photos and that’s why it’s in there. I assume we’ll see other photos in the future if that is the case.

does anyone know why Tempus AI is mooning right now????

There are a few things at play here:
- We probably are in an AI bubble, but trying to time the pop is very difficult.
- People have reached the conclusion we're in an AI bubble and are looking for supporting evidence.
- Economists have predicted 9 of the last 5 recessions.

Hahaha. Yeah 2019 autopilot LOL. Not FSD, different AI, neural network and almost 7 year old technology.
You do know we are now using FSD V14.2.1.25. I push a button from home to work and back home. Driving home with wife and daughter in the middle of the night, Tesla glowing, FSD doing the work while we nibble on snacks and chat. She said " This is like Sci-Fi"
It is 😀

I don’t see any of your arguments as unreasonable or offensive. And I routinely upvote you bc I think your viewpoints are valid and valuable. I think there are still many unknowns for the year ahead. It is entirely possible that either of us could be right. Or something else entirely could happen. I personally believe that 2026 will be a great year for Nvda and I will not be surprised if they surge over 90% at some point in 2026. I don’t think people have it front of mind right now that there was a 145% increase in just over 6 months in 2025. Everyone just feels the 20% drawback woes at this moment. Those will pass soon enough my friend. I know you’re invested and bullish but trying to consider what you see as the reasonable path forward. There’s nothing wrong with that at all. I just expect us to be more pleasantly surprised than many think is all. I also think this may be a massive bear trap coming lol. I know it doesn’t seem like it. But I’m actually the contrarian right now. AI bubble fears spread like wildfire. I feel most are fearful so I’m ok with being a bit more greedy. I was buying up everything I could in the 170s and lower. Even if I’m wrong, a bit more time will make me right and I’m just fine with that too.

To whomever reads this comment, and believes it over mine: 
Just look at management's comments regarding their demand and the multiyear contracts theyre getting, the macro investment in AI, a simple Google search on the demand for HBM, their NVDA partnership, and their pivot to data centers from consumer.  
The cycle for HBM is just beginning. 

I don’t know all the answers but I believe oracle builds a huge amount of the data centers leased out to AI companies for computing power. Someone tell me if I’m incorrect.

Most of them definitely wouldn’t care, and when real evidence finally surfaces, you’re just making it easier for them to claim it’s AI. Stop muddying the waters for Trump. Let the Russian troll farms do that. They get paid for it.

Meh, don’t invest in it then. Space is a hot sector for speculation right now and the volatility makes it pretty easy to make money playing options.
RKLB made my year and will probably make my next year too. It’s one of those companies that the more I read about their business the more confidence I have in the investment and the more I wish I’d gotten over my skepticism earlier.
Would I buy in right now? No, but I think at today’s valuations across the board, $100 post neutron is fair and when it hits its prime who knows?
Space is the next big thing in terms of investment, research, exploration and technological development. RKLB has strong leadership and flawless execution, they will be a major player in the space sector in the coming decades. What’s that worth to you?
I’m sure all of the space stocks will be hit hard if we hit a bear market but so will all the AI hyperscalers. Buy some puts if you want to bet against it.

Silver is having a good run, partly due to speculative demands thanks to AI data centres, and partly due to FOMO. While there's still money to be made, it's probably a good idea to get off before the FOMO runs out or the AI bubble bursts.

Diversity is the key in chaotic times, and you should have at least a little gold for the coming storm.

My strategy if I lose my job is making AI porn for others with my Nvidia GPU and fuck escorts with my little 5 inch wee-wee
And the cost of hiring escorts will be a business expense and tax write-off 🧠

People need to realize he's German, he's using AI to help communicate his ideas/analysis but because AI is involved doesn't = wrong

Even if we stipulate the "high demand for non-AI uses", you still need to be sure that you're investing in the thing that has those alternate uses, rather than an aspect that will share in an AI collapse.

Well now I know where the next powerhouse will be. Saudia Arabia. Yep 50 years from now they'll be the most developed nation due to AI and now video games. Yep the future is video games. People will go to work in there homes and play games all day because thats how they will get paid. I believe that is the future and thats how currency will be made. Buying EA will be the most undervalued stock buyout of all time.
All these years spending my dads credit card on fifa packs. Fuck EA but I know how powerful they are and will be.