The author’s core claim is that AI is nowhere near a bubble and still has a long growth runway. If the AI boom continues, the broad tech complex should keep rallying; QQQ is a diversified proxy for that exposure. Low-conviction long QQQ as a basket play on the author’s bullish AI stance. No valuation or earnings support; community comments highlight dot-com parallels and circular revenue concerns.
The author’s core claim is that AI is nowhere near a bubble and still has a long growth runway. If the AI boom continues, the broad tech complex should keep rallying; QQQ is a diversified proxy for that exposure. Low-conviction long QQQ as a basket play on the author’s bullish AI stance. No valuation or earnings support; community comments highlight dot-com parallels and circular revenue concerns.