I love the giants and big boys losing a lot --- but it also devastates ordinary people who get caught up in the "opportunity" ---
I wish there were a way for a short popular version of Schiller's "irrational exuberance" to get wide circulation ... On Thu, Nov 20, 2025 at 9:23 AM Mark Baugher via groups.io <mark= [email protected]> wrote: > > > On Nov 19, 2025, at 15:15, Tom Walker via groups.io <lumpoflabor= > [email protected]> wrote: > > But what does that really mean if NVIDIA's sales are driven by tech titans > who are puffing up their own earnings reports with unrealistic depreciation > schedules? > > > Yahoo! posted record revenues in 2000 as the dot-com bubble bust. Some > analysts at the time claimed, as I recall (I cannot quickly find a > reference), that Yahoo!'s outstanding performance was inflated due to the > amount of money dot com startups were borrowing to spend on Yahoo! and help > establish their presence on the world wide web. Many of these companies > would subsequently go bankrupt in 2000-2001. Yahoo! revenues dropped by a a > third the next year, in 2001. > > Nvidia is collecting an order of magnitude more revenue and investment > from tech giants than Yahoo! received from their startup customers. Nvidia > made $130B in 2025 while Yahoo!'s record revenue in 2000 was $1.1B. So if > this is a prelude to a crash, it likely will be much worse than 2000. > > > -=-=-=-=-=-=-=-=-=-=-=- Groups.io Links: You receive all messages sent to this group. View/Reply Online (#39365): https://groups.io/g/marxmail/message/39365 Mute This Topic: https://groups.io/mt/116383307/21656 -=-=- POSTING RULES & NOTES #1 YOU MUST clip all extraneous text when replying to a message. #2 This mail-list, like most, is publicly & permanently archived. #3 Subscribe and post under an alias if #2 is a concern. #4 Do not exceed five posts a day. -=-=- Group Owner: [email protected] Unsubscribe: https://groups.io/g/marxmail/leave/13617172/21656/1316126222/xyzzy [[email protected]] -=-=-=-=-=-=-=-=-=-=-=-
