Is it time to short AI companies?
Market can remain irrational longer than you can remain solvent...
Simply choosing not to get involved might be most reasonable action.
In mice! It's already factored in to the price.
We also may be at the wealth inequality level where prices become… weird.
If there is really only a few dozen people doing the buying and the selling at the top on a weighted basis, then the prices are whatever they convince themselves of.
There's only one mostly AI company you can short right now and everyone's already doing it.
SpaceX is already 3x as expensive to short as the next biggest megacap. Good luck everybody.
What is that company?
Oracle.
I don't think the GGP meant that one. But yeah, that is one too.
Ummm, whose that?
Market can remain irrational longer than you can remain solvent...
Simply choosing not to get involved might be most reasonable action.
In mice! It's already factored in to the price.
We also may be at the wealth inequality level where prices become… weird.
If there is really only a few dozen people doing the buying and the selling at the top on a weighted basis, then the prices are whatever they convince themselves of.
There's only one mostly AI company you can short right now and everyone's already doing it.
SpaceX is already 3x as expensive to short as the next biggest megacap. Good luck everybody.
What is that company?
Oracle.
I don't think the GGP meant that one. But yeah, that is one too.
Ummm, whose that?