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Dotcom reboot
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reformedbanker
Posted 5/20/2025 14:41 (#11232246 - in reply to #11232094)
Subject: RE: Dotcom reboot


You almost have to be correct for many. The companies that fuel the computer chips, can monetize. The companies that utilize the AI in pursuit of efficiency can monetize. Will they all live up to the hype or valuations? Well, there is almost no way they all will. I'd be leery of an ETF sectorial play. I'm not a very good stock picker generally either though for what its worth. I'd still rather pick a handful of companies I believe can add value and play that way. I still like NVDA best, F.U.D. and all.
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