If it means my portfolio grows 50% more because of social cohesion and cumulative positive effects of people not needing to rely on radical ideas, then yes, 10% would be a good investment

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It's absolutely certain their rates are increasing on Friday in response to the USA rate increase. It's got the potential to be a catalyst for setting off a domino effect of negativity in the market. But don't rely on WSB, research it - I'm right.

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Is that based on vibes? The numbers so far don’t seem to make sense. The few public companies that run AI are reporting massive losses, yet still provide their services for either dirt cheap or free. Gemini generated less than 50 million in rev last quarter. Not billion, million. Grok reported 100M for SpaceX and that company is somehow worth 2 trillion dollars. Most of their “AI rev” is from their data centers, not the AI, but if no one ends up using those data centers, that money is gone. OpenAI was suppose to go public, then they pushed it back a few weeks, then months, now they say sometime next year. They can’t get the funding. That’s not even mentioning all the AI companies that rely on the subsidized AI pricing from these big companies. They’re toast once GPT, Gemini, Anthropic start needing to collect on their investments.

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Companies like Google are spending billions on infrastructure betting that AI is the future. If it’s not, they’ll suddenly have a ton of assets that aren’t generating enough revenue that are also depreciating in value and incurring operating costs. Companies like Nvidia and essentially every chip and RAM manufacturer in the world rely on AI spending to proper up their 5T evaluation. If companies like Google start to falter, the whole thing comes crashing down. Bubble go pop.

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Not really, I'm going to let you in on a little secret, you're going to get old, and as part of that (hopefully) someday you'll be able to retire and for that retirement you'll probably rely primarily on money you made today squirreled away until tomorrow. I certainly wouldn't recommend hoping that the government is going to pay for your needs in your twilight years. Bonds allow the government/corporations to access that money today and you pull it out at a later date, with the added bonus of being as close to a guaranteed return on investment as the rates and maturity are hardcoded so it's very attractive to risk averse investors. The only thing that'll kill the bond market is if inflation is high enough that the net effect of investing in bonds is you lose money, which is what was threatening to happen. TLDR: taxing instead of bonds kills peoples retirement funds in a big way.

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