On November 6th, the financial news agency reported (edited by Huang Junzhi) that the market no longer seems to be as confident in artificial intelligence (AI) as it used to be, evidenced by the sell-off that swept through the entire industry on Tues

After two years of fading from people's attention, Michael Burry, the prototype character of the movie The Big Short, shared a movie still from the film on social media X last Friday. In the picture, the actor playing him, Christian Bale, stared at t

He wrote in the context: 'Sometimes, we can see bubbles. Sometimes, we can make a difference. Sometimes, the only way to win is not to participate.'

Meanwhile, documents submitted to regulatory agencies on Monday showed that Scion Asset Management, a company owned by Boeily, had also shorted AI giants Palantir and Nvidia in the previous quarter.

Commenting on the stock market, Ed Yardeni, a senior strategist at Wall Street and founder of Yardeni Research, said, Investors are sitting on huge profits in the stock market, and some may have already taken profits today, especially in artificial i

People seem certain that Berri is once again aiming at the end of a bubble, just as he did during the subprime mortgage crisis bubble period. In this move, Berri has shorted two major representatives of the current market's AI frenzy - Palantir and N

Investors have begun to take notice of the elephant in the room: the surge in technology stock valuations.

This has been a long-standing concern in the market, but discussions this week have focused on whether some companies in the AI space have been overvalued, following a three-year breathtaking surge since ChatGPT first emerged.

Goldman Sachs CEO David Solomon speculated about a possible market correction this week, which has intensified concerns about valuation. He said at the Financial Leaders Investment Summit held in Hong Kong, 'The stock market could fall by 10% to 20%

Morgan Stanley CEO Ted Pick also stated at the meeting, "We should also welcome the possibility of a correction, with a decline of 10% to 15% not driven by a macro cliff effect."

Palantir's stock price fell on Tuesday, marking an important moment in the debate about valuation. Despite the company's new financial report on Monday exceeding expectations across the board and its raising of guidance, it still closed down 7.94% on

David Rosenberg, a renowned economist in the United States and president of Rosenberg Research Company, pointed out in a report that "suddenly, we began to see some heavyweight technology companies fail to meet investors' expectations. Even companies

Meta, a tech giant, saw its stock price fall after announcing its performance report and increased capital expenditure. After the market closed on Wednesday, Meta stated in its financial report that it may spend between $70 billion and $72 billion on

Last Thursday, Meta's stock price fell by 14%, indicating that investors are increasingly skeptical of the huge amounts of money invested in artificial intelligence.

According to the latest analysis of media reports on company statements, Amazon, Meta, Microsoft, Google parent company Alphabet and Apple will spend around $349 billion on capital expenditure this year.

"This is a yellow flag," said Peter Berezin, chief market strategist at BCG Research, referring to the selling of Meta shares. "If the best-case scenario does not emerge, there will be considerable losses."