Mastodon toot:
Daniel Lakeland @[email protected]
Fediverse, the social media system for 40+ year old people who built the world wide web and regret it.
Oct 01, 2026, 11:32 PM
I’m a climate scientist by trade. Interested in interesting things. Ecology, complexity, politics, social change, music.


The AI bubble is propping up the American bond market too (countering all of the other crap Trump had been doing to undermine the economy). When the bubble pops, the bond market is going to suffer massively as well.
Mastodon toot:
Daniel Lakeland @[email protected]
Fediverse, the social media system for 40+ year old people who built the world wide web and regret it.
Oct 01, 2026, 11:32 PM

Are you sure? Their leverage ratio is pretty high: https://csimarket.com/stocks/singleFinancialStrength.php?code=NVDA&Le=
I might be reading that wrong, but doesn’t that mean that they have borrowed more than they own?

Is that borrowed money?
Sure, but if your focus has political ramifications that you’re ignoring… Well, the Nuremberg defence didn’t work either.
Technical people ignoring the politics and focusing on technical discussions is like… the whole problem.

Lots of inconclusive data IMO.
Yeah… Aggregation makes this kind of useless. Like, there are many reasons why AI could be good or bad, and many dimensions along which you could trust or distrust it. Mashing it all together without asking the “why” you think a think makes it kind of meaningless, especially given that exposure to it and education on how it works are going to be wildly different by region.
You can ask your pension find if they’re aware of the bubble. They might have an option with low-AI investment