(Stock) market is, by definition, irrational. If you are scared of solvency, sell and hold money and/or gold.
I assume this is just your definition?
Is weather irrational, because you cannot calculate it?
Markets and weather are just too complex with too many unknowns to calculate it.
The fundamentals are unpredictable, so even a perfectly rational planning (suppose such thing could exist) would lose money sometimes. Not in the long run, but long run doesn't matter if a single wrecked ship can wreck you.
If you don't believe in ai/nv etc, just invest in things unrelated. When the "ai circular bubble" bursts, you'll be rich!!
Invest in the companies you believe in. Invest long term. Don't cry about bubbles if you're an ETF-Chicken.