NVidia’s PE is below 60 and they have 100% year over year revenue growth. A bubble is typically based on future earnings potential Nvidia is a money printing growth creating machine.
There’s an issue open about this in the repo already. I mean if you’re going to copy the CLAUDE.md concept, don’t leave out one of the most useful parts.
The metaphor of the game is a good one for general understanding (though the Signaling / Counters-signaling paper is a TIL for me)
I was hoping that there would be a "solution" of sorts to tackle / handle this issue of when EVERYBODY seems to use this strategy, but perhaps there isn't one...?
(My own way of dealing with this is to, uh, not read / watch any news / social media... but such ways are quite brittle, of course)