To predict “Bubble Pop”.

There has been a lot of evidence to see the current AI boom and the market led by Nvidia as bubbles. However, it is always difficult for many to face and accept the fact that the current market is in a bubble because bubbles do not usually form in a short period of time. Of course, this is why ‘bubble pop’ has been repeated throughout history.

In that sense, it is very important to not forget that it is a bubble when you are in a bubble and to continuously and repeatedly recognize it. It is already too late for a bubble to burst, so individuals should be especially prepared.

This [Angela’s macro view] points out that Nvidia’s run cannot last long and reminds us that the semiconductor industry will also have a low-margin competition period, not a monopoly business. It’s not that it’s the bubble that created innovation and innovation. It’s a look at the fact that bubbles have always come with real innovation.

What a bubble is and how it is made. If you’re looking at the beginning of a capital market and new technology that are shaking due to various factors, Angela’s story will take the center stage of what to think.

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Coffee Pot has been talking about bubbles since early on. We curated important stories from the market, and Owl reviewed the overall financial market and its history through his contribution to Longform Article for analysis. If you haven’t seen it yet, I recommend subscribers to bundle it up and continue.

Oh, it’s good to compare the bubble’s four-stage theory that comes out every bubble period with Nvidia’s stock price trend. It gives a strong hint at which stage this is.

Angela’s macro gaze:

Link in the comments.