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The Compound and Friends

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The Compound and Friends

The Compound and Friends · May 12, 2026

Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Bubble identification and risk management frameworks AI infrastructure investment and CapEx bubble risks Momentum concentration and market breadth deterioration Housing market structural weakness and cyclical stock underperformance Tech sector transition from asset-light to capital-intensive models