Nicholas Crown
Region: US
Friday 31 July 2026 19:00:10 GMT
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Martijn :
The main reason: AI investments are huge and savings for companies is very limited. So chippers and hyperscalers can only crash. Also: SPVs not structured well, deprecation 6 years in stead of 3 etc
2026-09-23 14:31:25
0
jacobdavid318 :
so are u telling me valuations for companies like NVIDIA TSM MICRoN AND GOOGLE for example today after the past months correction. Is still to high?? I dont believe so!!
2026-08-01 00:35:51
6
Deryl :
The differences between 1999 and 2026 are very large. In 1999 we were buying companies with an idea and a dream but no cash flow, today the leaders have trillions of dollars of cash and trillions of dollars of cash flow. The crash of the fibres when Norteland Enron almost became the largest companies in the world was fraud.
2026-08-08 14:03:58
1
cynicalcalls :
I’m scared
2026-07-31 20:07:12
1
Peaoe ple :
How does one trade volitilitrous?
2026-07-31 19:59:50
0
Nick :
Lost me when you said in 1999 the market went up 86%. Did I miss the 86% move this year?
2026-08-26 17:42:45
2
Jerry :
Solid. If you really want to let the secret out, don't forget the other constituent volatility measures DSPX, COR1M-1Y, and COR10D-90D. Stack that with VIXEQ and other higher-order volatility VVIX, SKEW, and LTV and you're cooking.
2026-08-01 22:11:45
4
PicardGolf :
10 companies hold close to 50% which is not good.
2026-09-10 01:28:29
1
Ryan97597 :
Yeah, eventually it will drop. Humans just look so hard for historical patterns. The issue is there are so many other variables that are present now.. that weren't present in the dot.com bust. Trillions printed since then, just to name one..
2026-07-31 21:49:27
0
Black29 :
Good thing 2026 AI isn’t 1999 Internet, huh? 😉
2026-08-04 08:40:59
4
n3uro_nomad :
Which doesn’t matter anymore, due to FED is changing the way inflation is calculated
2026-08-01 00:27:33
1
jmacky740 :
Only the future will ever know.
2026-08-01 01:22:01
1
whyDoUask :
no
2026-08-04 19:20:01
1
@brendooley0 :
great analysis. I personally believe most are out of touch with what an expansion of volatility can do. commodity traders understand this better than equity traders in my opinion. going to be interesting when the music on this current AI market has played out
2026-07-31 20:02:10
3
Oldtymer :
Not the same
2026-08-10 17:59:31
1
BuyBooksNotBeer :
There’s a big difference bwteeen the 2000 tech bubble and now- there wasn’t a FED put back in 2000, no QE mechanism.
2026-07-31 23:17:52
1
kimmichira :
Link
2026-08-22 19:06:32
1
Poseiden :
LINK
2026-08-15 02:27:23
1
Ryan Andrew K :
When Down syndrome mofos cosplay successful options/VIX traders and there are plenty of suckers falling for it. 🤡🤡🤡
2026-08-15 09:08:32
0
callsovershares :
Confirming Crown’s point. VXN hasn’t been under 20 since January meaning everyone has just been paying exorbitant prices for their tech names while all the old economy stalwarts can only dream of tech’s gains.
2026-08-01 00:59:45
0
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