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Olli@Olli68
7H
Everyone is still laughing at Michael Burry. But even with the financial crisis, he was two years too early, and everyone thought he was crazy.
But he has a point.
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Pazzzi@Pazzzi
7H
@Olli68 That's right. Even I've become skeptical by now—and I'm a die-hard Neocloud bull... I'm currently considering reducing my position. (I have ~50% of my portfolio allocated to it.)
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Olli@Olli68
6H
@Pazzzi I know. I’ve commented on your posts a bit critically from time to time. 😉
But this accounting window-dressing has already reached the hyperscalers and even my favorite— $GOOGL. It’s gotten pretty extreme.
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jkb92@jkb92
3H
@Pazzzi I've also scaled back my AI-Trade investments significantly. I made a good return on them, but I'm no longer as optimistic about CRV's short- and medium-term prospects.
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