This is The Takeaway from today’s Morning Brief, which you can sign up to receive in your inbox every morning along with:
Getting old sucks, and I don’t like it one bit.
My hair is thinning. I don’t wake up at 1:45 a.m. each day with the same fiery energy to obsess over markets and stocks. I am down to eating red meat three times a month “just because” it’s what people have told me is the right thing to do at this point in life.
From what I can tell, one of the only positives of getting old is experience.
And my experience in analyzing and reporting on markets and leaders for more than a decade tells me that investors have become fully engulfed in an AI-fueled tech bubble.
To be fair, this feels like a much different bubble than the cannabis and crypto stock bubbles of years gone by, as tech giants like Nvidia (NVDA) and Microsoft (MSFT) have real money-minting business models. Their…
