Stopped listening to pundits 20 years ago. Started listening to the market instead.
Some X voices say don't worry about data center buildout or political noise — it'll all work out. Meanwhile the market's telling a different story.
Market takes your money. Pundits can't give it back.
I don't claim to be a politics expert and don't spend time on it. But I can read. Data centers were a major campaign issue. That matters.
I'd rather be out of almost all AI exposure over the past few weeks and let the market sort it out — instead of sitting through massive drawdowns hoping for a bounce.
Stocks down ~35% in a week need a ~53% rally just to get back to where they were. That's the math. That's why you cut when the trend breaks.
Some X voices say don't worry about data center buildout or political noise — it'll all work out. Meanwhile the market's telling a different story.
Market takes your money. Pundits can't give it back.
I don't claim to be a politics expert and don't spend time on it. But I can read. Data centers were a major campaign issue. That matters.
I'd rather be out of almost all AI exposure over the past few weeks and let the market sort it out — instead of sitting through massive drawdowns hoping for a bounce.
Stocks down ~35% in a week need a ~53% rally just to get back to where they were. That's the math. That's why you cut when the trend breaks.
