Comment by rwmj
Firstly we don't factually know if it's a bubble. Maybe there's some beyond LLM breakthrough and everything turns out right? Even if it's a bubble, we've no idea how long it has to run. Could all burst tomorrow, could be in a few years. In some scenarios you're going to miss a lot of growth by exiting the market now.
Well, but in that case all we mean by "It's a bubble" is "I am pessimistic".
That's fine... I guess. Somewhat boring. I have no clue why we would feel the need to dress it up and make it sound like insight into the market.