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.
@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.)
@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.
@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.
@wealth_maximizer_1220 Why would you want to completely sit on the sidelines? There are stocks that go up in almost every market condition. You just have to structure your portfolio accordingly.
@jkb92 Theoretically, that's true. But finding the exact stocks that won't crash in a major market crash isn't that easy either. Do you have any specific ones in mind?
