[muzani]

That's like buying Bitcoin because you're worried about inflation.

The analogy is that 1) there's a high possibility that you may be buying at the local maximum 2) you may not be buying the best stock, only the most visible 3) it might be mostly unrelated and flop even if AI took off.

But don't take it as a discouragement. I've been proven wrong about tech too many times. Back in uni, we talked about PE ratio, but these days it doesn't really matter for tech - if you had bought Meta/FB at peak P/E you'd be rich. It's to make sure all assumptions are sound, rather than which ones are correct.