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The story
A thread on 5ch (Nandemo Jikkyo board) was buzzing over news that chip giant Intel’s stock had plunged 31% overnight. The trigger was Intel’s guidance for the next three months coming in below market expectations, which reportedly sent AI-related stocks across the board tumbling, not just Intel’s. Posters traded opinions on whether to cut losses on NISA (Japan’s tax-free investment account) holdings, what might happen to chipmaker Kioxia, and whether massive AI investments can actually turn a profit — with plenty of comments declaring “the AI bubble is over.”
What people said
Give me my money back 😭
Gonna finish off everyone who's been averaging down on Kioxia
AI stocks went up for no real reason, so it makes sense they're dropping for no real reason too
It's truly over
This time it genuinely looks bad, no joke
It's not cutting losses, it's locking in profits
Even Anthropic's interest payments are apparently so brutal that making AI actually profitable looks nearly hopeless
This is the end of the AI bubble
They poured in such an insane amount of money, there's no way they recoup it
Well then, let's just dollar-cost average, shall we~ (riffing on a well-known meme phrase)
Does the US even have daily limit-down halts like that?
Well yeah, because the AI sector's core players have been downgraded all the way to junk-bond status.
And Congress has flat-out declared they're not bailing anyone out
Even in the stock market, you can never defy the almighty USA
really get it, but what happens next?
So-so
I wonder if the guy who bought Kioxia at its all-time high is still breathing…
If you adjust for the stock split
how much is this actually worth now
Seriously, this
It's just tormenting humanity…
The interest payments are so brutal there's nothing to be done
If they cut rates, inflation goes hyper
Just give up
Worthless human: "Wait, isn't AI actually a cost-ineffective waste of money?"
AI: "?!" ← we are here
Took you long enough to notice 😡
If this is where it bottoms out, it'll probably be fine
If it drops again, there's nothing left to do but cut losses
What are the Kioxia holders doing right now?
Before earnings they were dreaming of a huge rally
Lmao, total opposite of reality
Background and Key Points of This Discussion
The broad sell-off in AI-related stocks triggered by Intel’s earnings report reflects a backdrop of several years of AI-boom stock gains that ran ahead of actual demand, driven largely by expectations. Thread posters split roughly into two camps: those who viewed the drop as “a correction for stock prices that had risen too far,” and those who saw it as “the start of a bubble bursting because AI investment can’t be monetized.” Many individual investors holding U.S. stocks or AI-related funds through NISA (Japan’s tax-free small-investment program) voiced concern over whether to cut their losses, highlighting how closely personal asset-building is now tied to swings in AI-related stocks. That said, the decline percentages and explanations discussed in this thread reflect only how 5ch users interpreted the news — for accurate figures and background, it’s best to check each company’s earnings materials and independent market analysis.
*This article is composed as an excerpt and summary from the 5ch (Nandemo Jikkyo board) thread “[Great News] Intel Stock Drops 31% Overnight ❤.”
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