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Strategies & Market Trends : Bear!
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To: Sean Collett who wrote (257)8/19/2025 2:40:12 PM
From: Sean Collett   of 263
 
<<AI is going to take our jobs, but then the recent LLM progress seems to be stalling.>>

On the topic of bears I find myself fascinated by the AI moves. It was just yesterday META was rebranding to pivot their company into the Metaverse only to quickly abandon that and move into AI. They were paying large sums of money (rumored $100M bonuses) to poach engineers from OpenAI.

Now?


Makes one think about the NVDA, SMCI, META, and various other companies that potentially are at risk. At some point the inflow of capital will indeed slow.

My strategy right now is to hold into value picks. It would seem if this does pop we may have a dot com style rotation into value.

How is everyone else looking at the market currently?

Happy investing,

Sean
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