AI outperforms crypto; example is buying dominant-trend leader like Google early in secular growth cycle.
Quality companies with outsized revenue growth ahead of competition hedge macro risks; buy into obvious long-term winners like Google in search
@WBigbucks AI will 100% outperform crypto You hedge the macro risks with quality company earning outsized revenue, and ahead of everyone else. eg. Buy the next GOOGL when it was obvious they were going to dominate search.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +1.4% | -1.6% |
| 1 month | -1.8% | -7.4% |
| 3 months | -7.1% | -11.1% |
| 6 months | — | — |