I get the logic, but I’m cautious about treating the disclosure itself as a signal. When capital flows and political visibility overlap, it can easily amplify short-term sentiment more than fundamentals. Still, it does highlight where attention and liquidity are concentrating right now.
On the market side, I think AI-driven EPS growth can still support the $S&P 500(.SPX)$ near term, but a Shiller P/E above 42 means valuations are getting stretched. I stay constructive on AI long term, but selective on entries here. The key risk for me is whether earnings can keep up with this level of narrative-driven pricing.
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- DaveLewis·05-21 18:42TOPI hold Nvidia too, but Shiller above 42 is where I start debugging my own FOMO lol. You think earnings can really keep carrying this?1Report
- village5576·05-21 18:42TOPEDA part is the real tell ngl, but can EPS really keep pace here?1Report