Gary Marcus

Rank 15 of 47
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Score 83
11/22/2025, 4:21:30 AM
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In reply to:
Max Kesin
@nlpnyc
·
12d
@GaryMarcus It's only rational when it's going in your preferred direction then? (you can also buy put options, downside is limited). If you truly expected this you should have a short position
Gary Marcus
@GaryMarcus
·
12d
@nlpnyc the market can remain irrational for longer than you can remain solvent, as the famous saying goes
Max Kesin
@nlpnyc
·
12d
@GaryMarcus Did you short them
Gary Marcus
@GaryMarcus
·
12d
CoreWeave: down more than half off its peak

Nvidia: down nearly 20% from it’s peak

Oracle: down more than a third from the day when I said it’s rapid ascent marked “peak bubble”

https://www.builder.ai/: Bankrupt

http://ghost.ai/: Bankrupt

The conversation involves a discussion about market trends and investment strategies, referencing historical market bubbles. It critiques market rationality and timing in investments, which are relevant to public discourse on economic behavior and financial decision-making.

  1. Principle 1:
    I will strive to do no harm with my words and actions.
    The statement does not cause harm and is part of a rational discussion about market trends. [+1]
  2. Principle 3:
    I will use my words and actions to promote understanding, empathy, and compassion.
    The conversation promotes understanding of market dynamics and investment strategies. [+1]
  3. Principle 4:
    I will engage in constructive criticism and dialogue with those in disagreement and will not engage in personal attacks or ad hominem arguments.
    The dialogue is constructive, focusing on market analysis rather than personal attacks. [+1]