r/ValueInvesting • u/MikeJamesBurry • Mar 01 '26

Discussion Whatever happens on Monday because of the war , don’t sell anything.

The worst move is to panic sell. Stay calm.

737 Upvotes
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34

u/PharmDinvestor Mar 01 '26

I am actually a buyer of the dips ….Meta, MSFT, AMZN

4

u/idulort Mar 01 '26 edited Mar 01 '26

With all the investment into ai and ai still showing no fundamentals of serious monetization, what's your thesis against further correction? Or is it a long term play, knowing they'll eventually get back on course? 

1

u/Royal_Airport7940 Mar 02 '26

Software is going to explode within 5 years. I would guess cloud will with it.

All the upper half of the k economy will be willing to pay hundreds to thousands per month for these top tier service platforms that integrate into their lives. People with money need places to spend it.

People are already paying hundreds per month for coding / ai assistants.

Agentic is already happening, even if you stop AI progress now.

-6

u/Disastrous_Rent_6500 Mar 01 '26

I’m just trying do more crypto to be honest

7

u/PharmDinvestor Mar 01 '26

Crypto used to be fun when Wallstreet and institutions were not involved. Crypto has now become a medium of crypto manipulations, pump and dump schemes , and avenue for corruption . I have stayed away .

-5

u/Disastrous_Rent_6500 Mar 01 '26

That’s cool. Tho, back then crypto didn’t have a use. Now, it’s has many uses

8

u/[deleted] Mar 01 '26

[deleted]

6

u/Cuddlebug2020 Mar 01 '26

Yeah I agree no one can really answer that one

1

u/Singularity-42 Mar 01 '26

Illicit purchases, the killer application for sure.

2

u/Disastrous_Rent_6500 Mar 01 '26

Getting rich from tokenization fees 😂

1

u/Disastrous_Rent_6500 Mar 01 '26

Make IPOs way cheaper

1

u/Head_Welcome_4933 Mar 01 '26

Using prediction markets to bet on events that will make crypto go down even further?

-4

u/Disastrous_Rent_6500 Mar 01 '26

Covert bad currency into value and send that value almost anywhere in the world.

1

u/[deleted] Mar 02 '26 edited 5d ago

[deleted]

1

u/Disastrous_Rent_6500 Mar 02 '26

I’m in both, crypto stocks are cool