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Emmet

๐Ÿ‘ค Speaker
1108 total appearances

Appearances Over Time

Podcast Appearances

Stock Club
#311: Are We in an AI Bubble?

And I wasn't overly impressed.

Stock Club
#311: Are We in an AI Bubble?

So without knowing the answer and knowing that the obvious answer is it's been on a bull run because it's the AI supercharged, I'm going to suspect

Stock Club
#311: Are We in an AI Bubble?

It dropped a bit.

Stock Club
#311: Are We in an AI Bubble?

Imagine having the ticker AI, which would predispose you to anyone who's not inclined to thinking too hard.

Stock Club
#311: Are We in an AI Bubble?

I'm going to invest in AI.

Stock Club
#311: Are We in an AI Bubble?

And there you go.

Stock Club
#311: Are We in an AI Bubble?

And still now, there you go.

Stock Club
#311: Are We in an AI Bubble?

So my suspicions, I had no clue, none whatsoever, because I got quite infuriated with the business.

Stock Club
#311: Are We in an AI Bubble?

on a number of fronts and removed it from all my trackers and watch lists and apps and whatnot, because I went, no, I just don't believe in this.

Stock Club
#311: Are We in an AI Bubble?

Very interesting.

Stock Club
#311: Are We in an AI Bubble?

I take a little comfort out of that.

Stock Club
#311: Are We in an AI Bubble?

I mean, I don't wish it on.

Stock Club
#311: Are We in an AI Bubble?

Yeah.

Stock Club
#311: Are We in an AI Bubble?

I presume accountants depreciate chips like 50% a year or even more.

Stock Club
#311: Are We in an AI Bubble?

Is it just fully depreciated in year one?

Stock Club
#311: Are We in an AI Bubble?

There's a few truths.

Stock Club
#311: Are We in an AI Bubble?

Everyone knows that when you buy a car, it depreciates as you drive it off the car lot in the car sales showroom.

Stock Club
#311: Are We in an AI Bubble?

You've dropped five grand in value, they say in Ireland, once you drive it off the car lot.

Stock Club
#311: Are We in an AI Bubble?

Another is that if you buy some chipsets from an NVIDIA or whoever it is, they're worth less before they're delivered.

Stock Club
#311: Are We in an AI Bubble?

And then a friend of mine who lives in...