RIDGE OUTDOOR

As much as I want to be bullish and hope stocks keep going up, I feel that the topping process is going on and a pullback is imminent. Stay safe!

I was amazed by the 100-year bond. I know this is not the first time since 1990s. Many people may not see the long-term risks, such as the business will remain relevant far into the future. While the risk may seem low, technological disruption or obsolescence over such a long horizon can never be ruled out.

All the AI companies are getting downgraded! Even for the big tech, this is a warning sign of what's to come!

Taking debt to fund the AI spending spree sounds alot like the dot com bubble!

For once Musk sets a more down to earth goal of moon base Vs the dream of Martian colonization. At least the moon project could possibly be monitored by investors using high powered telescopes after knocking off from work. Time to dust off my Tesla thesis for review....