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Citrini: The Next Phase of The Stock Market's AI-Obsession
Forward Guidance
Timing the Market with Gartner Hype Cycle
The speaker discusses timing the market using the Gartner hype cycle approach, which involves three opportunities for making money in a bubble scenario: getting long early, shorting at the peak of inflated expectations, and getting long again at the trough of disillusionment. The speaker reflects on the success of their trade in Super Micro, considering whether to take some profits or stay long based on the perceived market conditions.
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