@DeepIceValue "He also understands what happened to market in history when it hit highest EVER valuations, while EARNINGS were not following pricing."
Earnings are following pricings, some companies at certain points were cheaper than ever.
@YodaStockInvest AHH what a relief, I thought you trimmed half of it, that would have been a disaster you avoided partially at least. Very bullish with $AMD. I joined because I thought that CPUs where going to be the main asset for IA, and now it's happening with agentic IA.