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![TheShortBear Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3229256723.png) THE SHORT BEAR [@TheShortBear](/creator/twitter/TheShortBear) on x 160.9K followers
Created: 2025-05-11 19:50:01 UTC

Thoughts about risks.

Perhaps the greatest risk isn’t a recession or economic slowdown, it’s getting too distracted by the noise.

The drama and headline theatrics surrounding the Trump administration and its legislation could overshadow a more subtle force: AI-driven growth quietly accelerating beneath the surface.

This isn’t even my base case, but markets rarely stumble where everyone’s looking. 

A stealth bull market, unfolding amid policy chaos and indecision, would make it exceptionally difficult for investors to be properly positioned.

A sort of market where the admin drives a -XX% move hidden within a XX% AI-led bull market resulting in a choppy yet up-trending market.

This would allow for many parallels to drawn from the late 90s.

The market faced big front winds, yet the tech carried us higher.

•Clinton’s impeachment
•the Asian financial crisis (1997)
•the Russian default and LTCM collapse (1998)
…

![](https://pbs.twimg.com/media/GqsWK2LWIAAwFVJ.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1921654045938204725/c:line.svg)

**Related Topics**
[donald trump](/topic/donald-trump)

[Post Link](https://x.com/TheShortBear/status/1921654045938204725)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

TheShortBear Avatar THE SHORT BEAR @TheShortBear on x 160.9K followers Created: 2025-05-11 19:50:01 UTC

Thoughts about risks.

Perhaps the greatest risk isn’t a recession or economic slowdown, it’s getting too distracted by the noise.

The drama and headline theatrics surrounding the Trump administration and its legislation could overshadow a more subtle force: AI-driven growth quietly accelerating beneath the surface.

This isn’t even my base case, but markets rarely stumble where everyone’s looking.

A stealth bull market, unfolding amid policy chaos and indecision, would make it exceptionally difficult for investors to be properly positioned.

A sort of market where the admin drives a -XX% move hidden within a XX% AI-led bull market resulting in a choppy yet up-trending market.

This would allow for many parallels to drawn from the late 90s.

The market faced big front winds, yet the tech carried us higher.

•Clinton’s impeachment •the Asian financial crisis (1997) •the Russian default and LTCM collapse (1998) …

XXXXXX engagements

Engagements Line Chart

Related Topics donald trump

Post Link

post/tweet::1921654045938204725
/post/tweet::1921654045938204725