No qualifying author-owned investment thesis was confirmed in this post.
Bearish AI thesis but no specific identifiable asset or short position named.
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I’m done watching you guys pile into $NVDA like it’s going to live forever. Every company on the planet is slapping "AI" on their slide deck to pump their stock by 20%, and you’re eating it up.
It’s not innovation; it’s the biggest distribution event in history. While you’re celebrating "all-time highs," the big money is quietly rotating out and leaving you with the bags. I cashed out my entire position. I’d rather miss the top than be the one holding the bag when the power goes out.
Good luck with your "intelligence," you’re going to need it when the margin calls start hitting.