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$PLTR or the story Liquidity instruments disguised as businesses

$PLTR or the story Liquidity instruments disguised as businesses PLTR is probably the easiest short out there — it’s mostly fluff with a tiny business attached. SHORTING PALANTIR is NOT about PALANTIR (nor is being LONG PALANTIR about PALANTIR).

Is there overivnestment in AI?

Overexcitement always creates overinsting and especially if monetary conditions are loose.

1720 Mississippi Company
- Monetization of Flandres war debts and Versailles Palace debts

1770-1780 France - Insurance and Canals bubble
- Monetization of American Independence war debts.

1825 Bubble burst of South American Scheme in the UK
- the BoE monetizes Exchequer Bills in 1823
and in 1826 Burst of Canals investments in New York

In 1880s too much capacity in railroads panic of 1893 in the US.

1920s and 1930s we had Radio bubble.

In the 1960s Nifty Fifty Companies every company wanted to put the word "Computer" in their name.

In 2000 (.com) TTM blow up of Corning MCI Worldcom,
Bubble pop on CISCO (Telecom)
and Media (Vivendi - Messier)

Today AI,
and also to a large extent Crypto garbage.
So do we have over-investment in AI...

I mean, I would be TOTALLY surprised if we DID NOT HAVE overinvestment.

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