@cryptorover With 50x leverage, you’re either seeing something the rest of us don’t…
…or the rest of us are about to see your liquidation notice. 🧘🏻♂️
I broadly agree.
People forget that the companies leading this race aren’t pre-revenue startups with a PowerPoint deck. These are some of the most profitable businesses in human history.
Microsoft, Amazon, Alphabet, Meta, and others are spending hundreds of billions because they see something in their data, customer demand, and usage patterns that the rest of us don’t.
Could there be a pullback? Absolutely. Some AI names deserve to get slapped. Every cycle attracts opportunists, hype merchants, and people who think adding “AI” to a press release justifies a 50% rally.
But I don’t think the bigger story has changed.
The only thing I’d add is this: don’t invest in AI. Invest in great companies that happen to be building AI. The train may slow down, but as long as the biggest companies in the world keep allocating insane amounts of capital to this arms race, it’s difficult to argue that the entire thesis is dead.
Less government. Lower taxes.
Canada is a resource-rich country with immense potential, yet people are working multiple jobs, struggling with housing costs, and watching more of their income disappear through taxes and fees.
This isn’t just a Canadian problem. Around the world, governments have become bigger, more expensive, and more involved in every aspect of life while expecting citizens to carry the bill.
Government has a role to play. But there comes a point where high taxes, endless red tape, and growing bureaucracy start suffocating productivity, entrepreneurship, and individual freedom.
People don’t need governments to do everything. They need governments to do a few things well.
@FirstSquawk It’s just an economist. Don’t worry too much.
Economists have successfully predicted 12 of the last 3 recessions.
Economists are great at explaining why what happened yesterday was obvious and why tomorrow will definitely be different.
Relax.
@DeItaone This is how things escalate.
Oil goes up. Markets panic. Ordinary people pay the price.
Starting wars is easy. Ending them is the difficult part.
Weren’t you the same guy asking why the stock market was plummeting a few minutes ago?
Interesting how you went from “Can someone explain what’s happening?” to “BUY THE FREAKING DIP” with absolute conviction.
Did you figure out the entire market in 10 minutes, or are we all just making it up as we go?
(Don’t delete my comment, charlatan. )
https://t.co/i5ucV2IpWP
Sometimes the money goes to cash. Sometimes to short-term government bonds. Sometimes to bank deposits. Sometimes people are simply forced to sell to meet margin calls and liquidity needs.
This is what makes markets complicated.
It’s not always “money is flowing from Asset A to Asset B.” Sometimes it’s fear. Sometimes it’s deleveraging. Sometimes it’s institutions reducing risk all at once.
The result? Weak hands get shaken out, leveraged bets get exposed, and people rediscover the value of buffers, optionality, and patience!
@sweatystartup “If you’re in AI, pivot to real estate.”
The internet told me to learn coding. Then crypto. Then dropshipping. Then AI. Now real estate.
At this point, my full-time job is pivoting.