It's a growing bubble. It probably will keep growing. One day it probably will pop. It might pop fast or it might sprout a pinprick leak
It might pop Monday. It might pop in 2030 after tripling between now and then. Actually, it might not pop but the growth might slow and allow the values to normalize. We don't know, so it's pointless to lose sleep over it.
You can't afford to sit out unless you think the market will never post another ATH during your investing timeline.
Buffet indicator at ATH, CAPE ratio ATH, Gold going parabolic. $1T in AI capex investment for $20B in revenue. Rare earths used to make those ai chips now banned from being exported to the USA, and Tariff trade war intensifying. Also, gov shutdown now is resulting in over 700,000 people not receiving paychecks this month. It will be reflected in consumer data very shortly.
What goes up must come down.
Yeah the only exposure I’d do is the big companies working on it since they spend billions on r&d- IBM, Google, and Microsoft are the only ones I’m invested in