It’s easy to cry bubble when 10 stocks drive 70% of S&P growth, while 80% are at least 10% down. The bull-bear thesis is right. One thing to consider. AI may indeed be replacing many jobs. But it’s also creating wealth for the minority that are using it well. Wealth discrepancy and inequality will increase as AI adoption rises. Government policy change will be slow to adapt for this gap, with focus on protecting IP and winning the ‘AI war’. There has never been a clearer pivoting point for you to position your portfolio. IMO now is the dip you’ve been waiting for to get in on various AI ETFs eg ($DRAM, $SMH, $NLR etc). Doubling my DCA buys. NFA.
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