🚨 Is the AI Bubble Already Here? Amazon Might Have Just Confirmed It. 🚨
👉 Amazon just did something it hasn’t done in three years — it went to the bond market to borrow money.
They’re issuing debt in up to six parts, including a 40-year bond, to raise cash for “general corporate purposes.” That sounds normal… until you look at the bigger picture.
Here’s why this matters:
• Big tech companies are spending massively on AI.
• Data centers, chips, and infrastructure cost billions.
• But the ROI is still unclear.
• Cash levels are going down.
• So companies are now borrowing to stay ahead in the AI race.
🚂 This is how bubbles form:
Everyone spends because everyone else is spending — not because the returns are proven.
What I think is happening
We’re entering a “perfect storm” where:
• Corporates have less cash
• But feel forced to keep investing in AI
• So they turn to debt and bond issuance
• Even though no one knows if AI will pay off fast enough
It’s the same pattern we saw in the dotcom boom — big promises, huge spending, unclear profits.
👀 My view: AI is real.
But the AI economics aren’t real yet.
When companies as big as Amazon start borrowing to keep up, it tells me one thing:
👉 The AI bubble is forming — and we’re closer to the peak than most people think. 🫧🗯️
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Merle Ted·11-19TOPInvestors are foolished by Wall Street and sold at low price. Remember that AMZN just had a very good earning report. This is a huge buying opportunity!LikeReport
- dong123·11-18TOPAI frenzy feels like 2000s dotcom crash [看跌]1Report
- Venus Reade·11-19TOPBe ready to buy at $195!! All in !LikeReport
- Maurice Bertie·11-18TOPBig AI spending = future dominance! Amazon’s move is strategic, not reckless.LikeReport
- Porter Harry·11-18TOPIt becomes harder to get profits from the market in the remaining months.LikeReport