3 ms·

Valuations won't keep up with the future, it seems.

• rvz 3y ago
  Something tells me that lots of people are about to get trapped in the market believing that the AI narrative will make it keep going up forever. It would take a very nasty surprise in the market that will put all of that at risk. I guess the euphoric sentiment in AI is a signal to safely take your money out right now before the stock market gets upset with several companies showing signs of growing geo-political / legal risks and especially extreme over-valuation. Given that a single company is carrying the stock market, it can take one bad event to cascade onto everyone else by surprise.
  • jansan 3y ago
    Also, everbody is invested in the same stocks. With ETF this has accelerated and I decided to find some stocks that are underrepresented in ETFs for various reasons and still have a solid, old-fashioned business model.
    • sgu999 3y ago
      Mind sharing a few?
      • deleted 3y ago
        [deleted]