How many top signals like this article do you need to see before you exit the market?

Let’s look to the past:

tccole 8 hours ago | parent | next [-]

As the saying goes. The market can stay irrational longer than you can stay solvent.

	▲	bogzz 7 hours ago \| parent \| next [-]
		This phrase has reached the point of semantic satiation in my mind. Maybe THAT'S the real recession indicator.
	▲	8 hours ago \| parent \| prev [-]
		[deleted]

aurareturn 6 hours ago | parent | prev | next [-]

What indication do you see that we will see a slow down in model capabilities or AI use?

	▲	adventured 4 hours ago \| parent [-]
		As the breakneck growth slows, the multiples will compress, and the companies will pull back on spending accordingly as they watch their stocks decline and investors demand more conservative spending behavior. The Internet didn't stop expanding in 2000-2001. Everything got drastically larger over the following two decades. The multiples on earnings did implode for ~15 years however. MSFT stock for one example went nowhere during that time and compressed down to a near single digit PE. AI will be a minimum of 10x larger in most every regard 20 years out. That has nothing to do with shorter-term multiples given to these companies in relation to the hyper fast growth they have been riding early in the boom.

JohnnyMarcone 8 hours ago | parent | prev | next [-]

Where did you exit to?

	▲	DarmokTanagra 7 hours ago \| parent [-]
		[dead]

tonyhart7 8 hours ago | parent | prev [-]

just cashout at the peak, hedge fund manager probably