If your thesis was correct, why wouldn't some of those "outflows" go to GOOG or NVDA?

noupdates 2 hours ago | parent | next [-]

They would. You can see how resilient GOOG has been during this recent draw-down, and how much growth it has had even as AI sells off.

	▲	bdangubic 2 hours ago \| parent [-]
		AI sells off… if this is a selloff than I see what everyone is talking about when they are saying we in a bubble :)

serfo022 2 hours ago | parent | prev [-]

[dead]

	▲	p1esk 2 hours ago \| parent [-]
		That’s harsh! But the alternative is to discuss economic theories on reddit.