It's one of my main arguments against a crash: why would one (1) or a few choose to do that?
No investor has thus far invested something they can’t yet cash out.
Make 'real infrastructure' and 'housing' companies attractive products for investors to buy and they'll buy. (No idea how to do that, don't ask me! :))
Can someone from the dear HN financially savvy users clarify what kinds of specific bets could be placed to that avail?
Consider diversification in your portfolio. Maybe you divert a little more away from the US market, for example, which is heavily dependent on 7 stocks largely tied to AI.
You are better off being in the market than betting on an idea that you don’t know will even happen or when.
I definitely think there is over enthusiasm in the space but at the same time I am not convinced that the demand for compute has let off yet.
My take is always you could build up some cash reserve in treasuries or somewhere like that and deploy it if a pop does happen. You will miss out on the potential growth but if you wanted to participate that is one way imo.
DivingForGold•1h ago