Trading Ideas: Investing Wisdom
It's very important to understand that:
1. FUD is normal.
2. FUD is a good thing long term.
The last thing investors want (or for that matter the AI buildout wants) is a rapid buildout with no financing issues and no energy bottleneck issues and then a rapid crash.
Bottlenecks are important. It slows down the buildout to a pace that is sustainable.
It's easy to get spooked. Doomer posts always spread far quicker than non-doomer posts but just realize that the AI trade is far from priced in.
1. There are still bottlenecks.
2. There are still multi-year buildouts.
We will hit a bubble at some point but that time is still 4-5 years away at least in my opinion.
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