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ID: M8gpbhfQ/biz/60739269#60739852
8/5/2025, 2:03:29 AM
>>60739831
>chasing a +11% gain
wtf lol there are shit that already went up +10% since friday
IWM hasnt recovered yet, the smallcaps that augment ai the best in their business are going to be going 2x-4x next year, THEN we can start talking about an ai bubble forming and even then this might just be the end of 1996 not even end of 1999 yet. People were calling the dotcom a bubble as early as 1996 but in the end it didnt even crash down back to 1996 levels when it finally started dipping from end of 1999. If you're too early you miss out on a lot
hint, if bubble pops they usually start from q4 when earnings start shitting the bed. the beautiful trick of hiding all the losses/expenses until the end of the year, i'll definitely be trimming heavily by q3 of 2026, will have to reassess how bearish to be at that point and if there's still value picks to go with
>chasing a +11% gain
wtf lol there are shit that already went up +10% since friday
IWM hasnt recovered yet, the smallcaps that augment ai the best in their business are going to be going 2x-4x next year, THEN we can start talking about an ai bubble forming and even then this might just be the end of 1996 not even end of 1999 yet. People were calling the dotcom a bubble as early as 1996 but in the end it didnt even crash down back to 1996 levels when it finally started dipping from end of 1999. If you're too early you miss out on a lot
hint, if bubble pops they usually start from q4 when earnings start shitting the bed. the beautiful trick of hiding all the losses/expenses until the end of the year, i'll definitely be trimming heavily by q3 of 2026, will have to reassess how bearish to be at that point and if there's still value picks to go with
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