这篇关于AI泡沫的文章不错。NO MORE suckers
散仙谷 http://www.webjb.org/webjb/sanxian/
送交者: new3T 于 2026-10-10 09:01:16
回答: 这个Glenn和Col.Wilkerson的对话值得看 由 于 2026-10-10 02:58:26
这些被撤销或推迟的数据中心的IPOs个个都少不了阴未达的手， LOL
－－－－－－－－－－－－－－－－－－－－－－
Nvidia-Backed Australian Data Center Pulls IPO As Investors Balk At Valuation
Thursday, Oct 08, 2026 - 09:10 PM
...
Bottom Line
This week, Mike Novogratz told the Greenwich Economic Forum that AI is the "biggest bubble of our lifetime," but that it can\'t burst yet because it "isn\'t spectacular enough" (which we discussed earlier). Ray Dalio disagreed and speaking at a CEO conference in Singapore, called it a "classic bubble" nearing its bursting point because of rising rates and the debt behind AI infrastructure.
We side with Dalio, and the reason is the IPO window. Bubbles don\'t end when the bulls run out of narrative; they end when the marginal buyer refuses to take paper off the hands of the early investors at the asking price. That has now happened twice in three weeks, first with SB Energy and now with Firmus. Each time the issue was the same: too much debt, too little contracted revenue, and existing backers looking for an exit.
阅读次数：54
所有跟贴:
加跟贴
所有跟贴·加跟贴·ɢɹ
Copyright © 2000 - 2020 webjb.org