Angel Investing segment of the market is in the biggest bubble not the stock market. Founder raising angel funds don't know what Product Market Fit Vs Product Master Fit. I suspected O series models from OpenAI in Dec 2024 was a game changer, haven't really thought much about Oracle's stock price move. Need to be … Continue reading 10.25.2025 Thoughts (We’re Not in a Market Bubble. We’re in a Founder Delusion)
Tag: stocks
5.31.2025 Thoughts (Revisiting AI Trade)
I was looking through 2023, 2024 for big winners around AI theme to back test a little. Here is what I observe :- 2023: Nvidia - 233%, Vertiv - 246%, SMCI - 242%, Meta - 194%- 2024: Palantir - 340%, Vistra Corp - 261%, Nvidia - 171%, Applovin - 268%, Meta 70%, SMCI - 66%(***copied … Continue reading 5.31.2025 Thoughts (Revisiting AI Trade)
4.19.2025 My Investment framework (Still evolving)
I have been investing in markets pretty seriously with serious amount of money since 2018, it is a good time to sit back and reflect on my investing process/edge. My portfolio has been down 70%-80% twice (not during Covid as I was in lot of cash by chance) and both the times I made all … Continue reading 4.19.2025 My Investment framework (Still evolving)
3.8.2025 Thoughts (How AI cycle might play out)
I believe we will see the culmination of the secular bull market (2013 - 2029/30) with AI stocks peaking, potentially forming a bubble at the end. Secular Bull and Bear markets: Source: Breakpointtrading.net Concept of secular bull and bear markets, as I understand it, is that the index never closes below the 200-week moving average … Continue reading 3.8.2025 Thoughts (How AI cycle might play out)
Uday Reddy 