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When AAPL and NVDA breached the 3T mark I was convinced that they’ve hit a ceiling. But, time has shown that I was wrong. I think any valuation is possible now.


Insightful comment because this is the exact psychology that leads to bubbles!


True. But a bubble is only confirmed once it bursts.

Given that market can remain crazy longer than I can remain solvent I’d rather be invested in it.


Insightful comment because this is the exact psychology that leads to bubbles!


There’s a saying, “a bubble is just a bull market you don’t have a position in” :)




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