🍪AI Valuations Are Higher Than Your Friend Who Just Discovered Edibles

TL;DR: AI spending just became bigger than your Amazon shopping addiction. Also, some stocks are trading like they discovered the fountain of youth. Should you panic? Maybe. Should you pay attention? Definitely.

Here's a stat that'll make you spit out your coffee: Big Tech's AI spending has officially overtaken consumer spending as a share of GDP in 2025.

Translation? Corporations are throwing more money at AI than you, me, and everyone we know are spending on literally everything else combined. Your Target runs, your DoorDash orders, your impulse crypto buys—all of it.

This isn't just some Wall Street circle jerk anymore. This is "AI is literally restructuring the economy" territory.

If this whole thing is giving you serious dot-com flashbacks, you're not alone. The vibes are... familiar.

Check these numbers and try not to laugh (or cry):

The Valuation Hunger Games:

For reference, the S&P 500 is chilling at 29x. So yeah, people are paying 18x more for Palantir than the average stock. Warren Buffett is somewhere drinking a Cherry Coke and muttering about "intrinsic value."

Every bubble follows the same script:

Act I: The Visionaries. Smart money gets in early. Everyone else thinks they're crazy.

Act II: The Institutions. Wall Street shows up. Suddenly it's "legitimate."

Act III: The Circus. Your barista is giving you stock tips. Valuations go full send. The media loses its mind.

Spoiler alert: We're deep in Act III. The circus is in full swing, and the elephants are doing backflips.

Three things are pumping helium into this balloon:

Unlike crypto in 2021 (shots fired), AI isn't just a meme. Companies are actually using this stuff. 9.2% of firms have adopted AI, and that number's climbing faster than your electricity bill.

Central banks have cut rates 60 times globally in 2025. That's more cuts than a SkyMall catalog. Translation: There's so much cheap money sloshing around that investors are literally looking for places to throw it.

The Nasdaq is flying higher than that one friend who discovered edibles. As long as stocks keep going up, people keep buying. It's simple psychology—until it isn't.

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Invest While You Still Can

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Here's the thing about bubbles: they're like that party that's way too fun to leave, even though you know you'll regret it tomorrow.

All the bubble ingredients are there:

✅ Insane valuations

✅ Media hysteria

✅ Easy money

✅ FOMO levels are approaching dangerous levels

But here's the plot twist—George Soros once said he rushes INTO bubbles because that's where the money is made. The trick is knowing when to Irish goodbye your way out.

Right now, we're living in this weird space where AI is both legitimately revolutionary AND completely overhyped. It's like if the internet boom happened on steroids while doing shots of Red Bull.

The fundamentals (adoption, earnings forecasts, cheap money) are still there. The party might have more room to run.

But when this thing finally pops? It's gonna be louder than a Tesla Cybertruck backfiring in a library.

Stay sharp out there.

Not financial advice. We're just here for the chaos.