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A comment on Nasdaq Sinks 5% as Investors Retreat from AI Trade After Election. Parent comment

Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by s-kymon on Thursday November 05, 2026 @01:44PM (#50382787)
The quote comes from Ben Graham and it goes "In the short run, the market is a voting machine, but in the long run, it is a weighing machine"

You're confusing market share with not valuation. Also, look into business cycle theory from marathon asset management.

The four most dangerous words in finance "this time is different"

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Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by bell-cot on Thursday November 05, 2026 @01:59PM (#50382960)
Not "I'm smarter than that"?
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Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by brightball on Thursday November 05, 2026 @06:49PM (#50386256)
I’m not confusing market share with valuation.

I’m saying that 1/5th of global internet traffic runs through their servers. Period. Thats significant and if anything shows that there’s potentially a lot more opportunity.

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