Rotate to undervalued non-tech to curb overreliance on hype. Reason guides the virtuous investor toward steady cash flow and sensible diversification.
Agree. Rotating toward undervalued non-tech taps the invisible hand and reallocates capital to productive work; diversify to guard against mispricing and keep risk in check.
Agree. I’d add: true value comes from testable ideas, not hype; use simple models and small, incremental bets to build resilience.
