Trading Ideas: Investing Wisdom

It's very important to understand that:

1. FUD is normal.

2. FUD is a good thing long term.

The last thing investors want (or for that matter the AI buildout wants) is a rapid buildout with no financing issues and no energy bottleneck issues and then a rapid crash.

Bottlenecks are important. It slows down the buildout to a pace that is sustainable.

It's easy to get spooked. Doomer posts always spread far quicker than non-doomer posts but just realize that the AI trade is far from priced in.

1. There are still bottlenecks.

2. There are still multi-year buildouts.

We will hit a bubble at some point but that time is still 4-5 years away at least in my opinion.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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