submitted 3 weeks ago by dgerard@awful.systems to c/techtakes@awful.systems

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‘eliminate the noise introduced by the AI hype’

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[-] o7___o7@awful.systems 3 points 3 weeks ago* (last edited 3 weeks ago)

(IIUC) Like David said, it's a hedge against the bubble being real. GS certainly isn't pulling back from the void yet.

[-] dgerard@awful.systems 2 points 3 weeks ago

I also didn't say it's a good hedge. It'll stay uncorrelated right up to the moment you need it to, when it'll crash in lockstep.

this post was submitted on 23 Feb 2026

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