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Date: December 2nd, 2025 11:24 AM Author: Aromatic Idiot
Tend to agree.
I think I’ll let it ride, but drop in a 15% trailing stop. It’s such an erratic space and any day a new model could drop that beats Gemini, but GOOG has so many stable verts and with regulatory scrutiny easing, feels like they are uniquely well positioned go-forward.
It’s now more than my normal cap on individual equities so I’m breaking my own rules, but YOLO amirite?
(http://www.autoadmit.com/thread.php?thread_id=5802113&forum_id=2Firm#49477123) |
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Date: December 2nd, 2025 11:59 AM Author: Aromatic Idiot
That WSJ article about military bros obsessing over stock and crypto tips does seem like a top of bull market indicator doesn’t it?
Outside of my AI plays I’ve definitely been buttoning down the hatches, both through normal rebalancing and pivoting a bit more to short term treasuries and assets.
Feels like the combo of political instability, record high valuations, tariff machinations, and insanely high debt in the rich world could be setting up something really nasty especially if AI earnings don’t pan out the way the market’s assuming.
(http://www.autoadmit.com/thread.php?thread_id=5802113&forum_id=2Firm#49477253) |
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