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← The next leg of the bull market could be powered by real-world…
17 connected korrents · 18 moments from 20 Feb 2024 to 15 Oct 2026.
Everything filed under investing
investing
Everything filed under AI and jobs
AI and jobs
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LLMs
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data centers
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Silicon Valley
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politics
Everything filed under stock market
stock market Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The next leg of the bull market could be powered by real-world businesses reporting higher earnings due to AI-derived efficiencies and productivity. The next leg of the bull market could be powered by real-world businesses reporting higher earnings due to AI-derived efficiencies and productivity. Last stated 4 months ago
27 Jun 2026
JB
Josh Brown — holds since 2026-06-27 — tap for who they are
Same subject: The AI bull case is that the technology unlocks profound growth and new industries, not that it automates all jobs. — tap to centre the map on it The AI bull case is that the technology unlocks profound growth and new industries, not that it automates all jobs. Last stated 3 weeks ago
15 Oct 2026
LD
Liam Donovan — holds since 2026-10-15 — tap for who they are
Same subject: Not every token is worth the same amount, so AI will be sold by results and by the hour as well as by the token. — tap to centre the map on it Not every token is worth the same amount, so AI will be sold by results and by the hour as well as by the token. Last stated 9 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. — tap to centre the map on it Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. Last stated 5 months ago
10 Jun 2026
RD
Ray Dalio — holds since 2026-06-10 — tap for who they are
Same subject: If the AI build-out does become a bubble, power and data centres are the assets that will carry it. — tap to centre the map on it If the AI build-out does become a bubble, power and data centres are the assets that will carry it. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. — tap to centre the map on it The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. Last stated 9 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Cutting staff in anticipation of AI efficiency gains, ahead of any evidence, mostly makes shareholders richer. — tap to centre the map on it Cutting staff in anticipation of AI efficiency gains, ahead of any evidence, mostly makes shareholders richer. Last stated 6 months ago
15 May 2026
PW
Petra Wille — holds since 2026-05-15 — tap for who they are
Same subject: The AI industry's near-term trajectory is driven more by finance and politics than by the underlying technology. — tap to centre the map on it The AI industry's near-term trajectory is driven more by finance and politics than by the underlying technology. Last stated 2 months ago
18 Sept 2026
RS
Robin Sloan — holds since 2026-09-18 — tap for who they are
Same subject: The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. — tap to centre the map on it The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. Last stated 5 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. — tap to centre the map on it Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it An investor's starting point should be the portfolio that is best to hold independent of any tactical market view Last stated 2 months ago
25 Aug 2026
RD
Ray Dalio — holds since 2026-02-19 — tap for who they are
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: Because stock returns are concentrated in a few winners that are very hard to know in advance, owning the whole index guarantees owning whichever ones turn out to be the drivers. — tap to centre the map on it Because stock returns are concentrated in a few winners that are very hard to know in advance, owning the whole index guarantees owning whichever ones turn out to be the drivers. Last stated 2 years ago
28 May 2024
MH
Morgan Housel — holds since 2024-05-28 — tap for who they are
Same subject: Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals. — tap to centre the map on it Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals. Last stated 2 years ago
24 Aug 2024
JZ
Jason Zweig — holds since 2024-08-24 — tap for who they are
Same subject: Daily-reset leveraged ETFs underperform their underlying asset over volatile periods, making them unsuitable outside short-term trading. — tap to centre the map on it Daily-reset leveraged ETFs underperform their underlying asset over volatile periods, making them unsuitable outside short-term trading. Last stated a year ago
6 Jul 2025
LA
Lyn Alden — holds since 2025-07-06 — tap for who they are
Same subject: An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it. — tap to centre the map on it An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it. Last stated 3 months ago
5 Aug 2026
ZH
Zach Holman — holds since 2026-08-05 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 2 months ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: If whatever is being done is done well enough, investors won't be needed at all. — tap to centre the map on it If whatever is being done is done well enough, investors won't be needed at all. Last stated 2 months ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
At the centre
The next leg of the bull market could be powered by real-world businesses reporting higher earnings due to AI-derived efficiencies and productivity.
Holds Read this korrent →
The AI bull case is that the technology unlocks profound growth and new industries, not that it automates all jobs.
Holds
Not every token is worth the same amount, so AI will be sold by results and by the hour as well as by the token.
Holds
Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little.
Holds
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Holds
The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else.
Holds
Cutting staff in anticipation of AI efficiency gains, ahead of any evidence, mostly makes shareholders richer.
Holds
The AI industry's near-term trajectory is driven more by finance and politics than by the underlying technology.
Holds
The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public.
Holds
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Holds
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Holds
At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk.
Holds
Because stock returns are concentrated in a few winners that are very hard to know in advance, owning the whole index guarantees owning whichever ones turn out to be the drivers.
Holds
Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals.
Holds
Daily-reset leveraged ETFs underperform their underlying asset over volatile periods, making them unsuitable outside short-term trading.
Holds
An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it.
Holds
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
Holds
If whatever is being done is done well enough, investors won't be needed at all.
Holds