I think it's a bubble but I'm also suspicious we're near peak investment and think it could sustain for a while yet. I wonder what sort of range he's projecting for the peak and timeframe
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I don't like or trust the stock market and all of the back door manipulations that can, and have, been done, but this guy is not wrong.
This is a long term investment, predicting that the bubble will burst _at some point _. It doesn't signify that he believes the collapse to be imminent. The market can remain irrational longer than you can remain solvent!
Can’t wait.
Although I do think that there's a big AI bubble, the reality is that Pandora's box has already been opened, and it's not closing back up. The technology is here to stay and it will continue to be integrated into everyday life bubble or no bubble.
Predicting the random market movements is ... almost impossible, even for this "big short guy" imho.