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r/valueinvesting
bear market is here, like it or not v2
Investor summaryBearish
Bear market is here, SPY will crash to 3200, AI is overhyped and open-source LLMs are just as good.
Bear points
- Market is trading like a bear market and valuations are unjustifiable.
- AI hype is overblown; open-source models like CodeLlama perform 90% as well as proprietary ones.
- Retail investors are out of cash and still blindly buying, indicating a lack of new buyers.
Post body
the market trades like a bear market, look at $MSFT, it topped in OCT 2025, are you still holding your LEAPS?
you cannot justify these valuations
all i hear is people buying and adding to positions, anybody wants to sell something? anybody has any cash left?
TLDR: you are about to lose a lot of money, SPY is going to 3200, ai ai ai is a dumb inanimate llm, and open source codellama does 90% of the job as good as that dumbass altman's cuckgpt
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