Is the bubble bursting? Amount of the news about bad shape of companies highly invested in AI in the past days are quiet alarming or is it just bias?

This media frenzy can go on forever tho.

A Bear Sterns moment would be more solid. Oracle might ge the first to collapse if things go south, so we might be fine until then(?).

> Oracle might ge the first to collapse if things go south ...

Truth be told ORCL already kinda went south: they're down 65%, at $120, compared to their all-time high.