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by ssalmon74
216 days ago
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This is 100% the dot-com bubble playbook. Right now, we're in the "frenzy" Gates mentioned, and everything is overpriced. The strategy: Sit on the sidelines. When this pops, "everyone gets wet," including the healthy giants (MSFT, NVDA, etc.). That's the moment to buy the survivors at a massive discount after all the "me-too" companies are wiped out. |
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