Sam Altman might be right: He’s not the only one who thinks the stock market is in ‘bubble’ territory

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Sam Altman might be right Hes not the only one.jpg

Openai Sam Altman CEO said that the word “bubble” three times in 15 seconds in a room full of journalists and then urged them not to write a story about it – ensuring that many stories are written. He was arguing that investors were “exaggerated” by artificial intelligence.

Is it right?

From the point of view of technical stock assessments, perhaps yes. From the basics point of view, perhaps not.

A classic bubble is found when the assets that are estimated mainly are not worth the price (and will never be) or when the basic value is close to scratch.

Therefore, in the great Dutch “Hania Tulip Hania” in 1637, it is clear that it is too late that the price of the lily bulb should never be equal to 10 times an annual salary.

In the great financial crisis in 2008, it became clear that it was too late that many real estate loans were given to people who did not simply have the ability to afford their costs, and thus those mortgages were much lower than that of bank budgets.

So the question becomes whether artificial intelligence is a bubble or not now. Basically, the answer is no. Openai is not worthy of nothing. It is not a lavender bulb or a pathway house in the middle of the place. There is a real work there.

Brenda Duverce of JPMorgan told customers in a recent note that “Openai’s Arr amounted to about 13 billion dollars (an increase of 30 % from June 25), and the company has reached by reaching 700 million users per week (an increase of 40 % of Mar-25), while it exceeds 5 million paid business users (an increase of 66 % of Jun-25). She also indicated that “the secondary market deal that can pay the company’s evaluation to 500 billion dollars, an increase of the previously martyred number after 300 billion dollars from Mar-25, which makes Openai the most private company in the world.”

Frankly, the company that contains Chatbot, which is often mistaken, is about to become the largest land that Unicorn’s land has ever seen. This is not worried.

But Openai is worth nothing. 13 billion dollars in revenue is a real thing. Perhaps the value of property rights will decrease in the short term, but the company is not swinging the way Liman Prades was in 2007.

But what about the technical view?

There is a lot of gossip in Wall Street now about whether technology shares are exaggerated in a way that looks like a bubble. They have some frightening plans!

Below is a real scratch: contributing to the growth of the US GDP of spending on the data center is now the same as the consumer spending, according to the Apollo administration. The clear problem with this is that this condition is exist because consumers have reduced Spending habits with data spending. Unless databases suddenly start buying cars or shopping at Home Depot, this is not good in the long run.

It is not especially good because the operating process in the value of technical shares has now overpowered the rest of the S&P 500. John Poolberg wrote from Bloomberg this morning, “He has not heard about 2 % of the index companies for approximately 40 % of their value:”

Here is a plan from the detailed investment group. It has shown the performance since 2015 for the wonderful 7 companies for the rest of the market. “Bloomberg’s Mag 7 for 500 EX MAG 7 index is somewhat incredible. You can barely see” EX Mag 7 “by 129 % due to the amount of 2800 % of Mag 7,” the company says: “The company says:”

According to David Coston of Goldman Sachs, the MAG 7 shares have grown profits per share in the second quarter by 26 % on an annual basis. So there are real money that feeds real work there.

Partial conclusion must be: this is not a basic bubble. Nobody believes that artificial intelligence is made of chrysanthemum flowers. But it seems as if some stocks are technically exaggerated and no one should be surprised if this “bubble” explodes.

Here is a snapshot of the procedure before the opening bell in New York:

S & P 500 futures contracts It was flat this morning, Premarkt, after the index closed an apartment yesterday near its high record.
Stoxx Europe 600 0.54 % increased in early trading.
FTSE 100 in the United Kingdom 0.31 % increased in early trading.
Japan Nikki 225 0.38 % decreased to another standard level.
China CSI 300 It was a decrease of 0.38 %.
South Korea Cuban It was a decrease of 0.81 %.
Elegant India 50 It increased by 0.42 % before the end of the session.
Bitcoin He decreased to 114.9 thousand dollars.