>>62290780
bull trap and greed

Stock market: Media attention
Crypto: Return to normal

greed

>>62290780
Delusion

"NEW"

>>62290780
Return to the mean after Iran war.

>>62290780
Coming out of the first sell off

>>62290780
Greed, very close to delusion

>>62290863
Yep

>>62290780
At the "Its only going up saaars"

>>62290780

Moving from enthusiasm to greed. There's really nowhere else for money to go though. Property is over inflated, fiat currency is getting fucked by inflation, gold and silver have already gone up, BTC and crypto were already over inflated. I don't think we're looking at a market crash; but I do think some of the AI companies that have been speculated on are going to die. Not sure which ones though, I'm only investing in computer hardware companies like Nvidia, AMD, Micron, Intel, etc. They have a lot of data center demand for their product and even if that demand goes away they'll still have the consumer market they had before. Some of the AI software companies are going to go down though, OpenAI, Anthropic, etc, one of them is going to come out on top as the big winner the new standard like Windows for AI and the others are going to go under. I'm not gonna bet on which one.

>>62291713
OpenAI isnt on good terms with Elon Muskyboi, but it seems Anthropic made a 1.5 billion per month pledge with SpaceX to rent their servers. So Anthropic and SpaceX are either going to win or fail together.

I agree with you entire statement. Software companies (other than deeply rooted ones like Microsoft) have no future, since AI can easily copy its entire visible code and infere or imply the hidden code structure. Wasnt there already a Palantir leak and some code made it for free and published it on github, then made a website showcasing it for all to use?

Any way I would say we are at delusion and new paradigm, but only for the tech sector. We dont have a broad bubble its a sector bubble. All other stocks not associated with AI are growing at a normal pace. If tech were to break down -70% I can see the rest of stocks in other sectors fall -10-15% max and popp back up quickly, while tech stays down for 3-5 years.

This is a nice article I read yesterday:
>If It Walks Like a Bubble and Quacks Like a Bubble, Then It’s Probably a Bubble
https://www.barrons.com/articles/stock-market-bubble-spacex-ipo-anthropic-openai-5458adad?mod=searchresults_article&pos=3

>>62290780
For tech: delusion
For food: despair

you kids clearly werent alive 1999 2000 were at media attention and enthusiasm

Identifying the bubble is easy. Trading it well is the hard part OP.