You can’t “generally” bet against it with any reasonability. You need to be specific.

If you want to gamble on WHEN the AI bubble will pop, you buy large amounts of cheap puts on big-tech at a price substantially lower than where it is today.

He’s highly regarded.

He’s right about that - 100% right, but there’s SOOOO many things overvalued right now and it doesn’t seem to matter. Like, whatever is good on paper doesn’t necessarily correlate with reality in this market.