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Those companies had baseline demand before the AI bubble. They will have demand after.
by toomuchtodo 9mo ago
Those companies had baseline demand before the AI bubble. They will have demand after.
- catsquirrel28 9mo agoSure, they won't go to 0 but they will certainly go down once it becomes clear the LLM companies don't have money to pay for chips or RAM. That will cause VXUS to go down as well but much it goes down is anyone's guess.
- toomuchtodo 9mo agoDrawdown will be limited compared to the S&P500 or other indexes that weight the Mag 7 heavily. I'm unsure what your point is? It's impossible to predict the future, but it is trivial and straightforward to derisk against this current market environment ("AI bubble") with a basic level of capital market understanding.