When the Big Wigs say it is a BUBBLE - we should all listen

Ken Griffin and Ray Dalio along with some of the prominent hedge fund managers have been saying loudly that this is a massive bubble and now we are seeing how the AI bubble earnings is not showing up anywhere in the numbers other than the numbers for the AI labs OpenAI, Anthropic and others - there has been no productivity boom.. AI use is wide spread, but the lofty productivity gains are not materializing as much as the hype. And we have always said - when the hype ends - the money spigot will stop - even though the companies are still selling - the valuations of these stocks is at major extremes - which we have highlighted on our x.com account (@trucharts) and here in our blog. margin debt at all time highs; market valuations matching and exceeding the previous bubbles - but yet all the asses on CNBS keep hyping the tech stocks. I have lived through these bubbles and all these exponential moves always end in disaster and the ordinary guy is left holding the bag. This story has played out before - many times and every time - the dialog - 'This time is different" - will be mentioned, hundreds of times.. But you have to see through the hype and learn how to see this in the charts and what is happening actually. I use AI - it is a great tool but I do not need to use it 24 hours a day. I use it for doing research on things I am interested in, make it write code for me and it is a good TOOL - there is ZERO intelligence - even Satya Nadella said it in his interview.  Here are some charts showing the bubble in all its glory - (charts courtesy of  MacroMicro)

The first chart shows the margin balance relative to the money in circulation - compare today versus the 2000 bubble.

This chart shows the US total Market cap divided by the widely measure M2 money supply - above the 1999-2000 bubble..

This chart shows the Buffet indicator - highest ever!!! US market cap divided by GDP

The CEO NVIDIA (who has a bunch of 'YES MEN' ventured into making CPUs for general market - guess what he is making billions in the GPUs - but wanted to make CPUs - for which we already know the TAM (Total addressable market) by looking at INTC and AMD - there is history of the PC/laptop TAM for over 40+ years and yet he wants to make CPUs - low margin business and the stupidity of it is truly mind boggling!!! But when there is too much money - stupidity follows.

This bubble bursting is starting (started) and this will impact the Bay Area housing market and all along the West coast - which is a major bubble in itself - this happened exactly in 1999-2000. No difference - homes selling for 10M over asking!! That is a sign of a bubble..

So learn from this, and learn to read charts and read - make money but also don't get caught up in the hype - like they say on Wall Street - Bulls Make Money, Bears Make Money, Pigs get slaughtered..

Best of luck trading - I tell you charts have been my go to savior and it has truly saved me and also made money. 3 of our personal accounts were up over 25%+YTD - all from chart reading and writing covered calls. Check out our site and videos (I will be putting out some soon) and will be publishing articles here and on the site - we cannot be beat at the feature set we offer and I use it everyday to watch my stocks and charts and use it find opportunities to make money in.

Ignorance does not pay!!

Best of luck trading and investing - use trucharts.com to 

TRADE SMARTER AND INVEST BETTER!