According to @StockMarketNerd, the author states they are not betting on AI infrastructure and also not betting against it, indicating a neutral stance toward the theme, source: @StockMarketNerd on X, Nov 13, 2025. The author explicitly says "I am not betting against you," clarifying there is no short exposure to AI infrastructure stocks, source: @StockMarketNerd on X, Nov 13, 2025. No specific tickers, valuations, timelines, or catalysts were provided, making this a sentiment read rather than a concrete trade setup, source: @StockMarketNerd on X, Nov 13, 2025. For crypto traders, the post contains no mention of BTC, ETH, or AI-linked tokens, indicating no stated crypto-market linkage in this comment, source: @StockMarketNerd on X, Nov 13, 2025.