Oh, me too. The way it writes things that look like they address my question, and then links references that totally don't makes me dread Googling in a way I hadn't yet. For probably five years, I've been doing DDG first and Google when I DDG doesn't work well and usually Google doesn't either, so I already have dread for Google, but this makes it worse.
> So your short could work, but it’s not going to work for google’s involvement in an AI-bubble, it’s predicated on the entire market tanking
Is indeed a required assumption. Major return is not going to happen with this, Not losing a big chunk of my money is the goal!
> SpaceX I actually bought at the IPO price because I think the company will be around in 30 years time, so as fraudulent and mispriced as it is, having a small holding over that kind of horizon I believe will be profitable. And I want to be that kind of old-timer who can chuckle at buying it at the IPO and holding through the crash and still holding when they are on Mars and beyond and SPCX is worth multiples of what it is today.
I think that's a fine play as well. The short is more of an "This IPO price doesn't make sense; sell within a year after it settle"