this post was submitted on 05 Nov 2025
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The investor who bet against the US housing market in the run-up to the 2007 financial crisis has now placed a significant wager on the collapse of the artificial intelligence (AI) boom.

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[–] vane@lemmy.world 8 points 4 hours ago* (last edited 4 hours ago) (2 children)

Nvidia
$4752 B Market Cap
$165 B Revenue
$100 B Earnings
$40 B Liabilities
$140 B Assets

4752/100 = 47 years to pay up market cap

Palantir
$445 B Market Cap
$3.44 B Revenue
$0.79 B Earnings
$7.36 B Assets
$1.34 B Liabilities

445/0.79 = 569 years to pay up market cap

He's not wrong. It's pumped more than in 1998

[–] _stranger_@lemmy.world 5 points 2 hours ago

1998 didn't have retail investors, meme stocks or Bitcoin. The entire market turned into a carnival, I'm not sure old rules apply. For fucks sake people are trading futures on NFT's.

It's the same game, different rules. People nowadays don't care about the shit that made the companies picked by Berkshire Hathaway successful, like brand recognition or quality, they are about, what, glitter and noise? It's naked gambling on how insane it can all get, and I think there's even odds on the bubble going nuclear and us all getting paid with NvidiaBux a year from now.

[–] vane@lemmy.world 3 points 3 hours ago* (last edited 3 hours ago) (1 children)

More tech companies :

Oracle
$713.58 B Market Cap
$59.01 B Revenue
$18.07 B Earnings
$180.44 B Assets
$155.78 B Liabilities

713.58/18.07 = 39.48 years

Google
$3433 B Market Cap
$371.39 B Revenue
$140.07 B Earnings
$502.05 B Assets
$139.13 B Liabilities

3433/140.07 = 24,51 years

Apple
$3991 B Market Cap
$408.62 B Revenue
$130.21 B Earnings
$331.49 B Assets
$265.66 B Liabilities

3991/130.21 = 30,65 years

Microsoft
$3769 B Market Cap
$281.72 B Revenue
$123.62 B Earnings
$619.00 B Assets
$275.52 B Liabilities

3769/123.62 = 30,48 years

Amazon $2674 B Market Cap
$670.03 B Revenue
$85.15 B Earnings
$682.17 B Assets
$348.39 B Liabilities

2674/85.15 = 31,40 years

Meta
$1602 B Market Cap
$178.80 B Revenue
$81.23 B Earnings
$294.74 B Assets
$99.67 B Liabilities

1602/81.23 = 19,72 years

[–] vane@lemmy.world 1 points 3 hours ago (1 children)

Bank

JPMorgan
$848.45 B Market Cap
$175.65 B Revenue
$71.04 B Earnings
$4552 B Assets
$4195 B Liabilities

848.45/175.65 = 4,83 years

[–] ChogChog@lemmy.world 2 points 3 hours ago* (last edited 3 hours ago) (1 children)

You divided by revenue, not earnings like the others.

For consistency:
848.45/71.04 = 11.943 years

Edit: same with your Microsoft calculation

[–] vane@lemmy.world 1 points 3 hours ago* (last edited 3 hours ago) (1 children)
[–] vane@lemmy.world 1 points 3 hours ago

AMD
$415.98 B Market Cap
$29.60 B Revenue
$2.47 B Earnings
$74.82 B Assets
$15.15 B Liabilities

415.98/2.47 = 168,41 years

TSMC
$1522 B Market Cap
$88.34 B Revenue
$42.91 B Earnings
$239.88 B Assets
$81.82 B Liabilities

1522/42.91 = 35,47 years

Aramco ( this one is below 10 yay )
$1671 B Market Cap
$461.56 B Revenue
$193.21 B Earnings
$659.66 B Assets
$212.28 B Liabilities

1671/193.21 = 8,65 years