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[quote=Anonymous][quote=Anonymous]I really don't know if we are in a bubble or not. But I just watched the documentary 1975 and I was reminded how the personal computer revolutionized how we worked. We certainly had a correct in October of '87, but the Dot com peak wasn't until March of 2000 with the plunge in October of 2002. And only then because we were investing in things that didn't make any money. We were investing in the hope that different business models and start ups would work.

Which makes me wonder if not only are the circumstances different now with AI, but even if we are growing a bubble, is it possible that it is a relatively long way off in the way that the personal computer grew for nearly 3 decades before the crash caused by mostly all the speculative companies.

Absolutely just guessing. But it did make me wonder as I was watching 1975.

All that said, I haven't bought DRAM, but have been looking at it. We are heavily in VOO, plus an assortment of individual tech and AI stocks.[/quote]

Tech development is vastly accelerated compared to the 70s, if AI companies don't make profits consistent with their valuation, this demise will happen a lot sooner.  [/quote]

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