How will it affect stocks? |
| Bump. |
The labor market impacts are hitting now. https://bsky.app/profile/atrupar.com/post/3m257r33ooa2d Disagree about the AI savings- that bubble is months away from bursting. Gonna be a wild ride folks. |
+1 All these companies' super-inflated numbers are based on best-case scenarios about savings and productivity boosts they're sure to see soon from the huge amount of money they've sunk into AI, and in 95% of cases it doesn't provide any measurable financial benefit at all. https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/ |
Also a physical and monetary impossibility to build what these companies have said they are going to build. https://www.wheresyoured.at/openai-onetrillion/ The way this has played out with these fake future contracts pumping up the stock values of Nvidia, Oracle, and a few others, cycling around from one to the other, is just crazy. The top of the market will see massive corrections. |
+1 |
One red flag to me is that the average American is talking about AI. My own employer has invested and I really don’t see a significant benefit. When people are on TV talking about how it’s taking over, you know it’s probably not going to. |
| Op here. I’m buying GLXY, Lam Research, and a bunch of companies that pivoted from bitcoin mining to ai/hpc support and data center infrastructure. At least for the short term, then selling those for profits annd buying and gold etf and gold miners. You need to understand the financial crash that is coming. It is coming and there’s no question about it. And it’s going to be bad. |
| The end of this market bubble will come when SCOTUS declares Trump's "emergency" tariffs are constitutional. All the importers and retailers have been surviving by selling their claims for tariff refunds in the event they are struck down. Wall Street has been buying up these claims for 20 cents on the dollar but we all know what happens when these refund claims become worthless. |
| Financial planner strongly suggested we move from having 1% of our retirement invested overseas, to 22%. Now. |
This. And, unfortunately the writing is on the wall that they'll side with Trump because they suck. Will probably sell stock the day before they release their opinion. |
| When’s the ruling due? |
That is just dumb. No reason to think any market will outperform US in a down market. In an up market, sure but not a down market. |
2025 and 2026 look strong for US market returns. We are about to go on a run. Not saying it will not correct but likely not soon. The tariffs are going to turn out to be a non issue. |
I agree with this. |