r/baba
Stop Panicking
The author urges investors not to panic over the macro-driven market crash caused by AI/semiconductor leverage, recommending long-term holds like Costco and Amazon.
- Long-term investment horizon mitigates short-term market panic.
- Market crash provides a buying opportunity for quality businesses.
- High leverage in AI, semiconductors, and crypto could drag down the entire market.
- Macroeconomic factors like rising rates, inflation, and debt point to a likely recession.
This is a decade long investment. You're an ower of a business. Nothing has changed.
The entire market is down. The Korean, Taiwan and US stop market are highly leaverage in Ai and semiconductor stocks and crypto. When it pops it going to drag everything down. Most likely a recession.
Countries are raising rates. There's higher inflation. There's a lot of debt. There's a lot of leaverage. This was always going to happen one day. Just no one knew the exact date. Just sit back, enjoy the show, get a list ready of your favorite companies.
Here's mine.
Costco, apple, Amazon, floor and decor.