> I sat out the TMT bubble until they quit using the term "information superhighway," and it saved me an 80% drawdown.
> I'm sitting out the AI / chip / SpaceX [AICSX, pronounced like the wrestling shoes?] bubble until they stop using the word "compute" as if it were a noun.
> I'm guessing I'll save myself a drawdown on a similar scale.
> until they stop using the word "compute" as if it were a noun.
That’s a bit silly, since it is a noun at this point, meaning computing resources or computing capacity.
It’s nowhere near being a term similar to “information superhighway”, which was never a technical term used within the industry, it was purely used in communication mostly to the public or in government agency and contractor slide decks.
> I sat out the TMT bubble until they quit using the term "information superhighway," and it saved me an 80% drawdown.
> I'm sitting out the AI / chip / SpaceX [AICSX, pronounced like the wrestling shoes?] bubble until they stop using the word "compute" as if it were a noun.
> I'm guessing I'll save myself a drawdown on a similar scale.
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