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▲ 9 r/AIBubble

When to sell NVIDIA

Ok I ended up with a bag of NVIDIA stock in 2020. Just got lucky.

I know the AI collapse is coming. By late 2027 I think things will look bad, early 2028 at the latest. The Anthropic IPO could be a disastrous triggering event, so laughable is $2T on those financials.

So the question is: when do I sell NVIDIA? I will do whatever Reddit tells me.

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u/trisaiah — 10 days ago
▲ 10 r/AIBubble+1 crossposts

The AI companies' P/E ratio has collapsed. Are we really in a bubble?

If you look across different industries and verticals of AI, the valuation premium's come down quite a bit. Particularly, semi, power, and cloud (hyperscalers) all seem to have calmed down. If we're in a serious bubble, wouldn't AI demand a much higher valuation premium?

It seems that the valuation premium peaked in early 2023...I'm not sure. What do you guys think? Is this still a good time to invest in AI stocks?

u/TheseFact — 12 days ago