How AI Bubble Concerns Linger Over Investors #shorts

If you look at the things that we say we're worried about, it's all the things that are connected. It's all connected, but it's really the war in Iran, which means higher oil prices, which means higher inflation, which means higher rates for longer. So, higher for longer in general is what's weighing on sentiment. And then just not being able to sort of predict what might happen with rates going forward. Now, everybody thinks that if we still have rising inflation, we'll get some more rate hikes. And what will that eventually do to the stock market? Probably not great going forward. And the stock market's kind of been in this range for a while, even though we're about 1% below lows. But just you're not actually moving money out of our portfolios, but if we are, it's into money markets and it's into ETFs for the diversification of it all. And piling into our favorites, or at least not letting go of our favorite stocks. It's AI and it's been in AI for a while. They're feeling less uh vulnerable to those bubbles than before. But the funny thing is, we feel like there may be bubbles there. We feel that like there might be frothiness, but we still own those same stocks. And when we ask people, what stocks would you buy today and hold for the next 10 years? It looks a lot like our portfolios today, which looks like a lot of companies that have exposure to AI. Nvidia's that top uh held stock in all of our portfolios, either directly or through index funds or ETFs. But then you look around at the other stocks and it's basically Apple, it's Alphabet, it's Meta. Maybe you see a Berkshire Hathaway in there. The stocks they would buy today and hold for the next 10 years. Then you start to see some changes. You see a little SpaceX creeping into that as well. And you see some other companies not necessarily tied to AI in that sector.