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“So today I hear many investors saying that the S&P 500 is not a bubble, which I admit I probably actually agree with.”
@We Study Billionaires · Kyle Grieve
S&P 500 is not itself a bubble but assuming 31x PE is the new normal base is dangerous
SP500LONG@ $7,286.12
$7,370.27+1.15%
since call Jun 14
peak +1.8%
“Quantum computing is another area today that I think is completely ripe for a bubble.”
@We Study Billionaires · Kyle Grieve
Quantum computing is ripe for a bubble pop, Rigetti up 12x on hype with falling revenue and EPS
RGTISHORT@ $21.16
$15.19+28.21%
since call Jun 14
peak +37.0%
49:46LONG
“these businesses, they have better quality, they have wider moats, and they're growing faster than the average American business … they deserve to have a…”
@We Study Billionaires · Kyle Grieve
Mag 7 deserves its premium with wider moats and faster growth, expensive but not a bubble
XYZ100LONG@ $29,152.98
$28,052.01-3.78%
since call Jun 14
“My general strategy is to avoid investments that are spending money on the AI buildup. To me, that's just pure speculation.”
@We Study Billionaires · Kyle Grieve
Capital-light software monetizing AI today compounds value while infrastructure spenders burn cash on speculation.
NOWLONG@ $100.26
$110.14+9.86%
since call Jun 14
peak +15.7%
“The businesses that I own are exposed to AI, such as, you know, Lumin and Topicus are already businesses that are really profitable.”
@We Study Billionaires · Kyle Grieve
Topicus is a profitable recurring-revenue AI-exposed compounder, comfortably held
TOI.VLONG@ $104.05
$103.46-0.57%
since call Jun 14
peak +2.2%
“In order for them to continue growing their intrinsic value around 15%, they're probably going to need to add something like 3 to 5 new acquisitions per year.”
@We Study Billionaires · Kyle Grieve
Lumine compounds intrinsic value 15% via 3-5 acquisitions a year, profitable and comfortably held
LMN.VLONG@ $23.74
$24.53+3.34%
since call Jun 14
peak +6.0%
TIMESTAMPS
2:53
19:28
49:46
52:15
53:51
53:51