Now the obvious question here is: What are the alternatives? What ...

2026-01-02T17:13:03Z

In reply to nevent1q…yrr5
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Now the obvious question here is: What are the alternatives? What is the current allocation and how does the future allocation look like?

I'll guess: more EM, more PE, less tech, more stable, yielding natural monopolies.

And assuming that the #AI bubble detonates #dotboom style, the most interesting question obviously is: What are likely survivors, likely roll-up executors & candidates and and likely value/bargain cases?
I do assume some correction in that specific field though. But even liquidation, uhm, liberation day only looks like a medium dent in the overall tape now.

Nostr notes by JTI

Now the obvious question here is: What are the alternatives? What ...