Okay, look. Everyone’s running around talking about Artificial Intelligence like it’s some kind of magic bean. Nvidia, Broadcom, Alphabet…they all had a good run, sure. The S&P 500 went up 78%? Fine. But now? It’s like they expect this growth to just…continue. As if the universe owes them a perpetually rising stock price. It’s infuriating. They’re acting like they discovered growth. Like no one ever thought about making money before. And don’t even get me started on the press releases. “Game-changing technology?” Please. It’s code. It’s just…code.
Now, suddenly, everyone’s worried. Worried about “pace of spending?” You think? They’re spending money like it grows on trees. And then they’re surprised when it doesn’t instantly translate to profits? It’s basic arithmetic! And the geopolitical stuff? The war in Iran? Oh, now it’s a headwind? It’s been going on for ages! They should have factored that in. It’s like they’re conducting a business in a vacuum. Unbelievable. And the turbulence weighs on growth stocks? No kidding. That’s…how that works.
But of course, now that things are down, it’s “an attractive valuation.” Suddenly, they’re value investors? They were all about “disruptive growth” last week. The hypocrisy! It’s breathtaking.
The AI Hype Cycle
So, what’s the story? AI streamlining operations, saving time and money, facilitating innovation… It sounds lovely on paper. But it’s all promises, isn’t it? High demand for chips? Sure. Everyone wants the latest gadget. But what happens when the novelty wears off? And now they’re talking about AI shopping and restaurant orders? That’s what we’ve come to? Replacing human interaction with algorithms? It’s…depressing. And this “inference” and “AI agents” stuff? It’s just jargon. They’re trying to sound important. It’s a distraction.
And this massive investment? They’re just throwing money at the problem! Like that’s going to solve everything. It’s like they’re hoping the technology will magically appear. And the geopolitical stuff continues to be conveniently ignored. It’s a pattern. A deeply irritating pattern.
Tariffs and Rebounds: A History of Bad Timing
Look, history shows us that uncertainty doesn’t last forever. Trump’s tariffs sank growth stocks, then they rebounded. Fine. But that’s just…luck. It doesn’t mean they’re geniuses. It’s like betting on a horse and then claiming you’re a skilled handicapper when it wins. It’s ridiculous.
Nvidia, Amazon, Palantir…they’re all saying demand is high. Jensen Huang predicting a trillion dollars in revenue? Please. That’s a forecast. It’s not a guarantee. And this Nebius Group saying demand surpasses supply? That’s just basic economics. It’s not a revelation. They’re acting like they’ve discovered scarcity. Unbelievable.
So, valuations are “reasonable” now? Convenient. They were too high before, but now they’re just right? It’s arbitrary. It’s all arbitrary. And this chart…it’s just a line. A line! They’re treating it like it’s the Rosetta Stone.
Look, I’m not saying AI is worthless. I’m just saying the hype is exhausting. And the valuations? They’re still…optimistic. But if you’re going to buy these stocks, fine. Go ahead. Just don’t expect me to be impressed. And if things go south? Don’t come crying to me. I warned you. I always warn people. It’s a curse, really.
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2026-03-20 01:13