The stock market is now overpriced at a level not seen since the dotcom bubble, driven by the AI. What's certain is that eventually there will be a major correction, but no one knows when. How are you investing?
How will you be investing in this highly overpriced market?
- Thread starter stinkynuts
- Start date
I do not know exactly how my portfolio will change but I think I will be holding onto stocks of companies with a heavy amount of assets that are not real estate; pipelines, maybe utilities, maybe power stations, mines, maybe telecom, etc. To rebuild those assets today would be far more expensive due to inflation and interest rates are falling so the debt from those assets is more manageable.
Many are calling the top around Q1 or Q2 of 2026, and when Joe Retail FOMO's in on AI, example PLTR , I'd like to buy medium/long term PUTS and play it on the way down. I know highly speculative, but just a few thousand, nothing major.
There is some big volatility coming in November; student loans will start to be forcefully collected, and Supreme Court is ruling on the Trump tariffs.
I am thinking about buying call options on Lulumelon. The stock has been hammered by tariffs, if the court rules that tariffs are illegal, then the stock should pop. There might be better stocks to buy call options on, I will have to take a serious look at which stocks got fucked the most during liberation day and have not recovered.
Crypto is a good litmus test for the market, BTC is at ATH again so the market is in risk on mode again. If you put money into AI stocks it should pay off nicely for the next little while.
I am thinking about buying call options on Lulumelon. The stock has been hammered by tariffs, if the court rules that tariffs are illegal, then the stock should pop. There might be better stocks to buy call options on, I will have to take a serious look at which stocks got fucked the most during liberation day and have not recovered.
Crypto is a good litmus test for the market, BTC is at ATH again so the market is in risk on mode again. If you put money into AI stocks it should pay off nicely for the next little while.
