It's now 17 years since the last major crash in 2008. We're definitely due the next crash - capitalism finds it necessary to crash every 10 to 20 years to clear out the zombie businesses and send the worst psychopaths to jail.

Unfortunately, last time the zombie businesses were propped up and the psychopaths were offered even more money instead of jail so the 2008 crash didn't do its job.

Looks like the AI scam is coming to the rescue: yes, you're looking at a bubble; yes, the markets are going crazy in very predictable ways.

The bubble probably has about a year to run.

When to sell: when there are at least two articles in respectable newspapers (FT, Economist) telling us that AI stocks have reached a new high plateau and will remain there for at least 10 years.