Show HN: AI Bubble Monitor (aibubblemonitor.com)

AI Bubble Monitor is a real-time dashboard that tracks whether the AI market is overheating by aggregating five core indicators: Valuation (AI stock price momentum and relative performance vs. the broader market), Capital Flows (market-cap growth and volatility as proxies for speculative inflows), Adoption (AI ETF performance vs. broad tech ETFs and developer activity), Sentiment (search interest and GitHub activity for AI topics), and Systemic Risk (GPU prices and concentration risks between AI vs. the broader market). The feed is continuously updated — last refreshed 11/12/2025, 5:28:16 PM — to surface early warnings and trend shifts. For AI/ML practitioners, investors, and researchers this matters because it separates signal from hype: it links market behavior to developer activity and infrastructure constraints, helping stakeholders gauge sustainability of valuations, the pace of real adoption, and tail risks (e.g., GPU supply squeezes or platform concentration). Technically, the monitor combines market-momentum metrics, flow/volatility measures, ETF and repo-style adoption proxies, search/GitHub telemetry for sentiment and activity, and hardware-price/concentration indicators to offer a multi-dimensional view of bubble risk. That mix makes it useful for risk management, allocation decisions, and policy/research agenda-setting, and it can be extended with anomaly detection or causal attribution layers for deeper analysis.