this post was submitted on 08 Oct 2025
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Top analyst ‘very concerned’ about Nvidia fueling an AI bubble and a ‘Cisco moment’ like the dotcom crash: ‘We’re a lot closer to the seventh inning than the first or second inning’ (fortune.com)
submitted 4 days ago by throws_lemy@reddthat.com to c/tech@programming.dev
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[–] onlinepersona@programming.dev 16 points 4 days ago (1 children)

Baseball references on a tech article shared globally... The overlap of people able to understand is probably very small.

[–] teft@piefed.social 7 points 4 days ago* (last edited 4 days ago)

Fortune‘s Jeremy Kahn reported in late September on significant concerns about “circular” financing, or Nvidia’s cash essentially being recycled throughout the AI industry. Shalett sees this as a major concern and a major sign that the business cycle is headed toward some kind of endgame. “The guy at the epicenter, Nvidia, is basically starting to do what all ultimate bad actors do in the final inning, which is extending financing, they’re buying their investors.”

She seems to really like baseball analogies. Also she's the chief investment officer at Morgan Stanley, not an IT person and this is an article in Fortune, not HackerNews. Those types (investment bankers) love ball games because it's a great place to schmooze.