I liked Burton Malkiel's take - at any given time, no one knows more than the market what a security is worth. Will it go higher based on "firm foundation" or "castles in the air" valuations? Who knows? Personally, I'd sell because I think the AI bubble is going the way of the cloud bubble shortly, but I can't say when. Older engineers told me about the
optical bust in 2006 where entire divisions were closed and companies shuttered. The smartphone boom seems to be ending as well.
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The booms and busts have seemed less and less reality-based since.