General Discussion

The bulls claim it’s going to be OS of AI, but Microsoft never had a PE like this, or a P/S of something like 138x

Nvidia’s PE is at 57 by contrast. Even with its recent bull run, Google is valued somewhat fairly.

Yes, this looks frothy, but it’s impossible to know the top, so while shorting it or buying puts is tempting, you’d be bleeding for a while until the bubble pops.

That’s why trying to time this market is pointless.