Bullish on agentic AI revolution and high-quality tech companies; plans to rotate to VOO in ~2 years after current tech holdings compound.
Agentic AI is transformational and unavoidable ('Pandora box people cant close'). High-quality companies with revenue (vs dot-com) spending to save themselves. Plans to increase odds with quality companies now before potential price compression.
Anything is possible. I remember that period. Still in school but i own a tech company. I remember 2008 better. Lucky i got out before it crashed. I felt the urgency. I try to increase my odds with high quality company in case price compress. I think this agentic ai is big, really big, we are seeing how it changes economy. A Pandora box people cant close. Dot com tech was overhyped, no revenue. Anthropic reported 40b arr. Every tech is spending to save their company. I do plan to rotate to voo at some point like 2 yrs, not near term
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -0.4% | +0.0% |
| 1 week | +2.3% | -0.0% |
| 1 month | +5.2% | -0.0% |
| 3 months | +2.9% | -0.0% |
| 6 months | — | — |