I love the age of LLMs because people will post stuff like “the fact that I absolutely, unqualifiedly, fundamentally do not understand two separate things indicates that I understand at least one and maybe even both of them more than you do“ and then do that cool move where they pretend they were gonna high five you but don’t
it is a golden age of Posting
However, insight born of knowledge ignorance is worthless. I really don't care for your great insight about nuclear fusion if you're not a nuclear engineer or physicist working on nuclear fusion, because your insight is just a hypothesis in the void that is your ignorance.
Ironically TFA falls victim to the same thing. It doesn't seem like the author is an economist or an expert of corporate finance. Their assessment of whether something is a bubble or not has absolutely no value, and carries with it the arrogant implication that the hundreds of thousands of people who are actually experts at these things never had the little 2AM epiphany that they had.
It's a smaller version of the same delusion that produces crackpots.