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If your thesis was correct, why wouldn't some of those "outflows" go to GOOG or NVDA?
by candiddevmike 8mo ago
If your thesis was correct, why wouldn't some of those "outflows" go to GOOG or NVDA?
- serfo022 8mo ago[dead]
- p1esk 8mo agoThat’s harsh! But the alternative is to discuss economic theories on reddit.
- noupdates 8mo agoThey would. You can see how resilient GOOG has been during this recent draw-down, and how much growth it has had even as AI sells off.
- bdangubic 8mo agoAI sells off… if this is a selloff than I see what everyone is talking about when they are saying we in a bubble :)