Something I do find interesting with the popular fediverse wish of ultimate AI bubble dotcom bubble style implosion (slight exageration to summarize):

The most common portfolios people are likely holding are unoptimized, usually single FTSE100/S&P500/MSCI World etc ETF portfolios (there might be some separate EM exposure, broad bond ETFs, some single-topic-funds etc., but in my experience people with those are already outliers).
In the case of the "glorious AI implosion" those would see more than signifcant losses for likely a very substantial amount of time, likely often unbuffered by dividend payments as these portfolios effectively have more than substantial exposure to the central actors of the AI bubble.

Given that a correction of that sector is indeed not unlikely to happen - what are the hedges and mitigations people have prepared for themselves for this risk scenario?
A faint hope for diversification and dollar-cost-averaging to fix it until retiring age?

#dotcombubble #dotcombubblecomparison #dotcombubblealloveragain #investing #etfs #aibubble #aibubbleburst #strategicpopcornreserves #hedging #mitigationstrategies #dollarcostAveraging #mag7 #faang

its not an AI bubble
it's a blister

#ai #AIbubbleburst

More than convincing me AI is bullshit, reading about the AI bubble i am increasingly convinced that capitalism is bullshit.

So many resources are wasted trying to make numbers go up so we can waste now resources trying to make numbers go up a bit more. And what are we left with exactly? Was it worth it?

Maybe from the viewpoint of a very select few, but otherwise?

#technoPessimism #AIBubbleBurst #capitalism