Ask HN: Is anyone shorting the overspend in AI yet?

1 sources1 storiesFirst seen 6/11/2026Score19Mixed Progress

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Ask HN: Is anyone shorting the overspend in AI yet?.

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I and a small cohort of friends truly believe that the "$1T" floats are going to burn capital.

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We think this is a disaster of landgrab spend, and that the cost of a token cannot be recovered by future commercial use.If this theory is correct, then following on from the housing debt crisis, this is a hollow shell and so somebody in finance should be shorting the floats, and betting on a crash to clean up.Polymarket betting aside, is anyone able to confirm that there are funds looking at a short play in the AI space, or is everyone on-board with things and nobody is taking the other side of the bet?I am not in fintech or investing, I am not seeking alpha to do this, I don't invest directly.

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I am however interested in validating my theory that somebody smart out there sees a huge upside in the explosion when this attempt to buy market share in Unicorn juice explodes.NVDA as an example has under 2% of its trade in shorts.

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