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0 pointsarealaccount8mo ago0 comments

Just short any of the publicly traded companies with AI based valuations? Nvida, Meta? Seems like an awful idea but I'm often wrong.

0 comments

Nvidia and Meta are both involved in a lot more than AI. There are maybe other reasons to short Meta, but either is definitely not a pure AI play.

I mean, I wouldn't bet against AI, but I'm also not certain the current AI company valuations are realistic.

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0 pointsarealaccount8mo ago0 comments

Just short any of the publicly traded companies with AI based valuations? Nvida, Meta? Seems like an awful idea but I'm often wrong.

Nvidia and Meta are both involved in a lot more than AI. There are maybe other reasons to short Meta, but either is definitely not a pure AI play.

I mean, I wouldn't bet against AI, but I'm also not certain the current AI company valuations are realistic.

j / k navigate · click thread line to collapse