Perry E. Metzger(@perrymetzger):For those of you who claim that this is all a bubble: does that mean you are shorting SpaceX, Nvidia, etc.? And if not, doesn’t that contradict your claim? I sometimes hear people say in response that it’s too hard to short things you only expect to drop a couple of years hence, but you can do it with long term derivatives contracts. So why aren’t you all doing it? My guess is it’s because talk is cheap.

Perry E. Metzger

@perrymetzger

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Perry E. Metzger@perrymetzger

2026.06.17 13:40

For those of you who claim that this is all a bubble: does that mean you are shorting SpaceX, Nvidia, etc.? And if not, doesn’t that contradict your claim? I sometimes hear people say in response that it’s too hard to short things you only expect to drop a couple of years hence, but you can do it with long term derivatives contracts. So why aren’t you all doing it? My guess is it’s because talk is cheap.