a lot of people talking about the over valuation of stocks right now in comparison to revenue.


i think the simple way to think about it is:
for ai - how high do you value technology that will inevitably take over billions of peoples jobs?
for space - how high do you value development out side of this planet?
a lot of people think we see a 2000 dot com bubble type crash soon, and i don’t think thats necessarily a crazy take.
if we see an equivalent crash just be ready and liquid to deploy capital in buying some of these companies.
not really a better time to sit on your hands (if you’re financially able) and log off / be patient- although there is also something to be said about the contrast of continuously buying and holding vs waiting for dips.
remain liquid, stay above water, and float for a while.
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