I feel like it’s very difficult to get a read on the AI trade… (chips, smh, intc, bubble)
u/reddituserxxxxxxx7 ·
Reddit — r/investing
· May 24, 2026 at 01:38
· ⬆ 8 pts
· 💬 16 comments
| View on Reddit ↗
AI Summary
Summary
The single comment analyzed critiques the AI trade as being driven by hype (a "story regime") rather than fundamentals like earnings or cash flow.
Dominant sentiment: skepticism toward current market narratives, implying overvaluation in AI-related stocks.
No specific earnings or tickers discussed in the comment; only meta-level observation about market regimes.
Score8
Comments16
▶ Full Post Text
[+7] u/1UpUrBum: I didn't read your thing because it's way too long. Probably written by a robot. I'll hire a robot to read it.
I'm making a joke and a point, at the same time. Let's see a robot do that.
Robots working for robots - robots trading money with other robots (change to: robots creating work for other robots) . What's the future in that?
Sometimes the market is in a fundamental regime. Revenues, earnings, cash flow, dividends actually matter. Other times the market in a story regime. It doesn't care about fundamentals. The better the story the higher the price. Guess which one it's in now!