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Happy Hoosier

(9,287 posts)

13. I don't know the basis for declaring any particular P/E as "unsustainable"

Tue Nov 18, 2025, 09:40 AM

Yesterday

I do think that there is increased appetite for elevated P/E's... a "new normal." But I agree that 100 P/E is really high.

Furhter, the circular financing of the big AI companies is a house of cards waiting to fall.

Open AI in particular looks vulnerable. They are spending so much money. They are predicting profitability by 2029, but that depends on everything going right. When questioned about it, Altman got snarky.... never a good sign.

That markets are really skittish right now. Not surprising... everybody is talking about a bubble, so everybody is nervous. It could be a self-fulfilling prophecy. Fortunately, I don't retire for another 7-8 years.

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Highlight:

Peter Thiel Is Reportedly Dumping Nvidia Stock Amid AI Bubble Jitters [View all] highplainsdem Monday OP

He also dumped a large portion of his Tesla holdings Miguelito Loveless Monday #1

P/E ratios above 30 are not sustainable. Dawson Leery Monday #2

NVDA is at 53 while earnings grow 120% YoY GreatGazoo Monday #9

I just looked at Fidelity. Gore1FL Monday #10

I don't know the basis for declaring any particular P/E as "unsustainable" Happy Hoosier Yesterday #13

Their stock price is at all time highs, so it is a good time to sell high IronLionZion Monday #3

The reporting on this gets the timeline wrong. onenote Monday #4

The timeline's clear from the article, since they're clear that what Thiel did was in the third quarter. But highplainsdem Monday #5

The money managers who are behind the s&p are attempting to create fear flamingdem Yesterday #11

Good catch GreatGazoo Monday #7

I agree. I'm an NVDA bull myself flamingdem Yesterday #12

Peter Thiel needs to go away - quickly. Marie Marie Monday #6

Would love to see him lose his ass orangecrush Monday #8

BS....he wants it to tank of fear and they BUY the hell out of it again Bengus81 Yesterday #14