Comment by bluecalm

6 hours ago

You are giving up equity premium for the time till everything settles. You will also not know when that is. It's going to be more like a long term ticking bomb that may take years to detonate.

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bluecalm

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xienze  5 hours ago

Years? The way people are talking in this thread it's all an AI exit scam, which shouldn't take years to play out. It's a popping bubble, remember?

  • bluecalm  5 hours ago

    Yeah it's years because they will slowly unload it to entities that are forced to buy (and as they do those entities will be forced to buy more). If you have money invested in those ETFs I think you may want to pay a bit more attention rather than making sarcastic comments unless you want to end up with 5%+ of your portfolio being invested in hopium by the end of 2028.

    The threat is to end up with the bag, not that the bag explodes this month or the next.

    • xienze  5 hours ago

      > Yeah it's years because they will slowly unload it to entities that are forced to buy

      I get your logic, but why all the handwringing over the short time frame for inclusion in these funds (days instead of a year)? None of that should be relevant if it's going to take so long to play out.

      > unless you want to end up with 5%+ of your portfolio being invested in hopium by the end of 2028.

      OK so, going back to the original question: the play is what? Move into bonds around IPO time and move back in when everything craters?

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