POPA ReconNoodle_Noodle1 - Net long equities for now (AI liquidity), but structurally bearish longer-term: boomer selling expands float while weak…
Noodle_Noodle1 - Net long equities for now (AI liquidity), but structurally bearish longer-term: boomer selling expands float while weak Zoomer demand can't absorb it, plus manipulation of the stock market that historically ends badly Buying physical gold as hedge; skeptical of big-tech buyback math amid heavy capex that could create unprofitable "zombie" capacity and evaporate true FCF when the cycle turns Plan your exit accordingly! Source
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