still not sure what do I rotate these profits into...
energy stocks were the most popular reply in the comments, and I like it...
but rotations were like AI->GPU->datacenters->RAM->energy
so basically energy is the latest AI beta, thus a poor hedge against AI bubble pop?

metals kinda top-ish here unless Trump starts bombing more countries
the big question is what do I put my precious metals profits into?
feels like every asset is overvalued and fiat is turning to shit at the same time
uranium looks cool but i aint full-porting uranium here

krillin ॐ

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No. Everyone needs energy to survive, especially here in winter. Its a fundamental utlity not just an AI trade. Furthermore, they tend to have more realistic valuations and pay high dividends 5-8%
@IncomeSharks recently did a nice post to this effect too

Pay attention:
ENERGY
DEFENSIVE
MATERIALS
All 3 things that we need. People need to eat, communicate, they need healthcare, they need energy, and they need materials.

of course we need energy, always will, i'm just wondering if the expectations of growth of energy demand are not a bit too high vs a reality where datacenters might be in a bubble
the realistic current valuations are the main bullish argument, agreed
I guess when in doubt I can stay in cash a few more weeks no big deal