AMD: Stock Movers and... What Now?

AI Stocks: Are We Officially in Bubble Territory?

So, stock futures are "mixed" because of "stretched valuations" in tech? Give me a freakin' break. That's Wall Street code for "we're terrified this whole house of cards is about to collapse." And AI is the biggest, shiniest card in the deck right now.

They're worried about interest rates and global growth, sure. But let's be real: it's the AI hype train that's been driving this market for months. AMD, SMCI, Arista Networks, crypto-related stocks... they've all been riding the wave. The wave of what, exactly? Hype? Hope? Or just plain old FOMO? Biggest stock movers Wednesday: AMD, SMCI, ANET, crypto-related stocks, and more

Here's the thing: I'm not saying AI is a scam. It's gonna change stuff, offcourse. But the speed at which these valuations have exploded is insane. It's like everyone suddenly forgot what happened during the dot-com bubble. Remember Pets.com? Webvan? Yeah, I 'member.

And crypto being dragged into this? That's just… ugh. It's like adding gasoline to a bonfire. I still don't understand how anyone can see "value" in something that's basically digital beanie babies. Prove me wrong, crypto bros. I dare you.

The Fed's Gonna Spoil the Party (Again)

The real kicker? The Fed. You just know they're itching to raise interest rates again. They’ll say it's about inflation, but let's be honest, they also hate seeing regular people make money. It messes with their whole "control the narrative" thing. And when they do raise rates – and they will – watch out below. It'll be like pulling the rug out from under this whole AI-fueled party. All the gains will evaporate faster than you can say "correction."

I'm waiting for some "expert" to tell me this time is different. That AI is a "fundamental shift" that justifies these crazy valuations. That the old rules don't apply anymore. Yeah, yeah, I've heard it all before. Remember when they said housing prices could only go up?

Then again, maybe I'm the crazy one here. Maybe AI really is the next big thing, and I'm just too cynical to see it. Maybe I should just shut up and buy some SMCI stock before it hits $5,000. Nah.

So, What's the Real Story?

It's a bubble. Plain and simple. And when it bursts – and it will burst – a lot of people are gonna get burned. Don't say I didn't warn ya.