You had me at “1.2% return and 40.49% success rate“:

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Congratulations. We are now officially in the silly phase of the Everything Bubble. The semiconductor maker Cerebras just started trading (CBRS) and about 200 times sales. Not profits (there are none). Sales.
It opened at TWICE its already elevated IPO price, and some genius paid $384 for this and is down 15% already. Anyway, anyone buying the line that “this is the next Nvidia” deserves what’s coming.

Although the bulk of earnings reports are behind us, there are still some worth watching here and there. Tonight’s featured player is AMD:

Most of our economy is counting on AI. Almost the entirety of the stock market bubble is predicated on AI. We are living in the age of AI.
Have you actually used it, though? Honestly, have you? I have. Quite extensively, in fact. And my experience with it runs along lines that I think is best expressed as an allegory regarding sitting down to a dinner prepared by what you are told is a celebrated chef.
