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A comment on The AI sell-off compared to well-known stock market crashes. Parent comment

Re:The AI sell-off compared to well-known stock market crashes by lelanthran on Saturday November 07, 2026 @04:43AM (#50403085)
> The main difference being hardware companies are making huge amounts of money and cannot keep up with production due to excess of demand compared to supply.

You're describing exactly what happened during the dot-com crash and calling it different. Sun, Cisco, etc literally could not keep up with demand pre-crash, and yet they still tanked (Sun tanked enough to go under, Cisco took another 17 years to recover).

I mean, you're calling it a main difference, but describing exactly the same thing.

[ Parent | on HN ]
Re:The AI sell-off compared to well-known stock market crashes by gizajob on Saturday November 07, 2026 @05:07AM (#50403182)
You’re describing different hardware with drastically different users and use cases calling it exactly the same.

I don’t need a rack of Cisco routers on my desk. I’d happily take a Sun workstation loaded with GPUs though.

[ Parent | on HN ]