I sold the QQQ and 🌽 from my last yolo post and doubled down on chips.
IMO, we are far from AI bubble popping. AI is mostly still a chatbot. But a picture is worth 1000 words, and a video is worth 1000 pictures.
When AI is a digital avatar that you just make talk to, to where I can be sleeping during Teams meetings at work while my avatar talks for me, and it’s indistinguishable, then the AI bubble is done.
When AI rewrites and refilms Game of Thrones season 8 so it doesn’t suck, then the AI bubble is done.
Until then, calls to the balls. A video is worth 1,000,000 words.
