10/2/2026

My one week up streak is over.

Value stocks are still shunned and wildly overvalued stocks continue to be the rage.

I read that 70% to 80% of stock trading is algorithmic, so who is writing those?

I am guessing it will end one day.

What happens when everybody has AI and all the new servers with their AI chips have been bought and we are back in the old replacement cycle? All those chip stocks, hardware stocks, AI stocks, what will happen?

No significant news on any of my stocks last week.

I was down 2% and am down .6% YTD. I was up almost 25% 3 months ago.

Maybe upcoming earnings will ignite some interest.

Leave a comment