Certainly an interesting theory.
Stan Drukenmiller nailed 12 companies short , all of which went bankrupt. In the meantime he took a 600 million loss being early.
Thatโs the same issue here. OpenAI, Anthropic, $NVDA, $MSFT, $ORCL may just be doing some funny circular accounting but the market doesnโt care. So long as the market doesnโt care, neither do I.
Many of the important and highly beneficial things we have in the world started has crazy ideas. Open your mind to "craziness." Open your mind to the impossible. Open your mind to things you don't agree with. Those are the areas where you learn the most and grow.
Finding leading sectors in the market doesnโt need to be complicated.
1) Go to Finviz (free)
2) Click Groups โ Industry
3) Check 1 week/1 month performance
4) Track the top sectors in a watchlist
From there, + or - the leading/weak names in those sectors.
Just keep it simple!