Situasi sektor logam hari ini:

"Soros used to call it invest and then investigate. I think I just gave a classic example. I didn’t know that much about Nvidia. I just knew that AI, and I had some people here tell me how to play it. So we bought Nvidia, and then we were in the process of doing a lot more work and then ChatGPT happened, but I’ve always had the view that markets are smart, they’re fast, and they’re getting much more so with all the communication and the technology we have today. And that if I hear a concept and I like it, if I wait and spend two or three months analyzing it, I may miss a big part of the move and then psychologically be paralyzed. It’s hard to buy a stock you’re looking at at 100. It’s 160. Even if it’s going to 400, somehow your head is screwed up and you’re waiting for the pullback. So we will buy something, a meaningful position, but not earth-shaking, and then really do the work. If I think we made a mistake, I’ll sell it. If I don’t think we made a mistake, we’ll add to it if we have to." - Stanley Druckenmiller

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