Probably because I don't see other public tech companies right now that can challenge the AI incumbents. None of the AI chip startups looking to challenge Nvidi

Probably because I don't see other public tech companies right now that can challenge the AI incumbents. None of the AI chip startups looking to challenge Nvidia are public companies. I don't see any potential AI consumer companies that can challenge AI delivery to consumers better than Apple, Microsoft, Google, Amazon can. Many of the tech companies in the NASDAQ are themselves older, "traditional" tech companies which can be disrupted by AI as well so I don't want to buy into all tech companies. I might switch to a tech ETF in the future. But right now, I prefer my own picks.