Veteran engineer shifts to cash: AI uncertainty makes this market 'betting on desperation'
robleclerc · x · 2026-11-14
Rob Cleerh reflects on a market that feels "bipolar": AI has created so much uncertainty about the future that investors bet out of desperation, not conviction — fear of missing the last boat into a permanent underclass. Semis, once the only certain bet, now face double-counting, debt, overbuild and labs designing their own chips. Quoted trader DeepValueBagger liquidated a $4.4M AI-concentrated portfolio the morning after the election into dividends, REITs and VOO; the author has mostly moved to cash, VOO, QQQ and Berkshire.
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