Discussions of the ‘AI Bubble’ among social media influencers surged in October 2025, increasing by almost 200% on platform ‘X’ compared to the previous month. This dramatic escalation was fueled by growing concerns over the sustainability of massive investments in AI versus its tangible returns, highlighting fears among influencers of an impending collapse similar to the dot-com or housing bubbles, reveals the Social Media Analytics Platform of GlobalData, a leading data and analytics company.
Influencers opine that the AI industry is at a critical juncture, marked by a conflict between technological promise and financial reality. They frequently draw parallels with past bubbles and opine that a more careful approach to investment is essential. Their collective sentiment suggests that balancing innovation with sound financial strategies is the only way to mitigate the risks. Shreyasee Majumder, Social Media Analyst at GlobalData
Below are a few popular influencer opinions captured by GlobalData’s Social Media Analytics Platform:
The AI bubble has reached comical heights of absurdity. Revenues are non existent compared to capex requirements. The industry, to keep the illusion alive, is doing circular deals where fantastical capital amounts are announced to be funded somehow in the future. To make matters worse the projected power and water usage assumptions to facilitate this “future”insanity are not practical nor will they fly politically…
Right now I am positioned for the market to head to new highs before the holidays and the goal is to catch as much of this inflating AI bubble as possible. As Mae West said, “Too much of a good thing can be wonderful!” In an interview on Friday, I said “Unfortunately the market is going to keep melting higher,” and I wanted to expand on that statement. I said unfortunately because the higher the AI bubble takes stock valuations, the more painful the decline is going to be ultimately for investors on the other side…
The AI bubble will continue to inflate, and will reach a scale few can comprehend. This increases the downside risk that will follow in the wake of it popping.
Why I Just Bought the AI Bubble Bottom line is I think it’s an AI Boom, not an AI Bubble. A lot of people are comparing this to the .com bubble which was clearly a bubble in hindsight. While I do agree that there are some excessively valued individual stocks (there always are), this is NOT the same as the .com bubble for several reasons…
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