I think to be a good investor you either have to be good at finding the obscure/hidden gems, or be good at seeing the blatantly obvious plays that most overlook because they seem too simple
The "vibe coding" bubble has probably already started to burst. Sure, anyone can now put together a cool product, but good luck getting real customers and turning it into a profitable business. It's like thinking you have a great business because your website has a cool looking homepage
AI is still in the awkward stage where it looks really cool but you can't do a whole lot with it yet. Agentic will be the next big trend, but it just needs a little more time
You can't even get good coverage on Iran, because all the good stuff is classified, and those with that information are lying about what's really happening
I'm not a big TA guy, but why go heavy into a stock when it's in a free fall? Especially when there's no real support until another 20% down? Saw this a lot with Adobe
It's wild just how hard price dictates sentiment
Never in my wildest dreams did I imagine people would be bearish on indestructible companies like $MA or $FICO
Calling them "value traps" LOLLL