[jknoepfler]

While unlikely to happen at scale, by way of anecdata I'll say that I and my extended family have almost all shifted money away from funds that are heavily coupled to the fate of GenAI.

The bottom is going to fall out of the market and it's going to take years to recover, I don't see any reason to suffer through that (and neither do my retirement-age relatives).

I'm after steady gains in an approximately efficient market, not a wildly unsustainable speculative boondoggle, thanks.

[bix6]

So you’re still hedging or you 100% fled AI? I presume you have gone to a broader portfolio. But if tech crashes doesn’t everything? And isn’t tech holding up the entire market so they won’t let it happen? And how can you even avoid GenAI if people are cramming it into everything and it’s constantly shocking sectors of the market?

[physicsguy]

If the bottom is falling out of the market in AI I think it's likely other things will fall too though.

[datsci_est_2015]

What’s your portfolio? I don’t particularly have a wealth of investment options in my employer-provided 401k (ADP Workforce Now)

[selectodude]

Not OP but I’m in a broad-based Euro index so I gain on the stocks and on the fact that the dollar is going to shit. I haven’t seen the enormous AI-juiced gains that have become commonplace but I’m also insulated from commodity hardware companies trading like rocket ship startups and whatever ends up coming out of that insanity.

Somebody is going to have to explain the business case for Micron trading like it’s Google. We all know that fabs are a low-margin capital intensive business, right?

[bdangubic]

example of a steady gain in an approximately efficient market if Big Tech crashes?