Brutkey

Kevin Beaumont
@GossiTheDog@cyberplace.social

There’s an eye opening article in FT quoting Morgan Stanley about the size of the generative AI bubble developing.

https://www.ft.com/content/7052c560-4f31-4f45-bed0-cbc84453b3ce

“Hyperscaler funding of $300bn to $400bn a year compares with annual capex last year for all S&P 500 companies of about $950bn.”

Paywallless: https://archive.ph/2025.07.30-135255/https://www.ft.com/content/7052c560-4f31-4f45-bed0-cbc84453b3ce

Tl;dr - if GenAI doesn’t pay off - as Morgan Stanley point out, it may not meet expectations - it will be 10 times higher than the previous bubble pop. 🥤 🍿

🦩 Plastic Garden Fauna 🦩
@OvertonDoors@infosec.exchange

@GossiTheDog@cyberplace.social welcome to the biggest short.

Patrick Davey
@psdavey@mastodon.social

@OvertonDoors@infosec.exchange @GossiTheDog@cyberplace.social ok, assuming the bubble is going to pop, what can you do to protect yourself?

🦩 Plastic Garden Fauna 🦩
@OvertonDoors@infosec.exchange

@psdavey@mastodon.social @GossiTheDog@cyberplace.social legumes, rice, flour and freeze dried vegetables. Preferably in sealed mylar bags.

It's going to be difficult to short. If you had some way of monitoring short options that would be interesting and I'd be keen to know about as I generally stay away from casinos and day trading. So, not knowing the timing like Trump's inner circle of crypto-con-artists.... 🤔 I'd be I'll pressed to offer you a better answer.

My guess is it's going to happen early 27 as that will give the Project 2025 regime the necessary pretext for martial law.