GoTotus
368 posts

GoTotus
@GoTotus
High Level APIs for Building Applications Your team or AI snap together like LEGOs Focus on what makes your project stand out: Build smarter, starting today.




BREAKING: Discord is said to file confidentially for IPO, per Bloomberg.








🔴 To me, the stock market bubble has popped. I'm going to sell a big chunk of my portfolio, pause my monthly DCA buys, and hunker down in a defensive position for a few months. So bookmark this post, so you can ROAST ME in a few weeks/months, because obviously the hard part is actually being right 😂 Reasons: - The market looks overvalued by basically every benchmark indicator I check (take a look at the screenshots). - There's nowhere to hide. AI? Inflated (even if it's absolutely the future). Real estate? Inflated. Gold? Inflated. Crypto? Inflated. - I'm struggling to find an investment where I can honestly say: "in 5 years it'll be worth more than it is now". - Leverage: FINRA margin debt ~$1.184T (Nov 2025) and +45% YoY - Buybacks: S&P Dow Jones reported a record quarter in Q1 2025 ($293.5B) and almost $1T in 12 months (Mar 2025). Paper and makeup can handle anything! How much longer can the market stay irrational? I don't know, but I'm stepping off. I don't mind missing some upside, but I'd be pissed to eat the big wipeout. And above all… intuition. I can smell it in the air, I can't explain it better than that. Please laugh at this sentence if I screw this up in the future 🤣 If I'm wrong, which is the most likely outcome, I'll admit it in a few months and that’s it. Then I'll just re-enter. The only reasonable positions right now, in my view, are strong currencies like EUR/USD/etc, or even better, a money market fund/ETF. For the record, as of today we're at: - QQQ: $612.21 - SPY: $681.68 We'll see when we reread this in a few weeks / 3–5 months 😉 Good luck!



















