I'll try to keep my post short.
Stock markets have had a great 2025. Lots of growth but mostly in the tech sector, driven by A.I. hype. A lot of people debate whether or not A.I. will be as transformative as its greatest backers want us to believe it will be. But what if it it turns out to be vapor? Just a hallucinating chatbot that churns out AI slop videos and produces no economic value? Even if it will only be profitable in like 10-20 years, we are left with a big problem for the near-to-mid-term. The U.S. economy is basically stagnant outside of A.I. growth and datacenters in particular. If this A.I. boom fails to bear fruit, are we in for a lost decade in markets?
I am still heavily invested in tech, specifically, and the American market, more generally, but I am starting to get jitters about this big bet on A.I. and am starting to diversify my portfolio out of the USA and out of tech. What do you think about my question? I'd be happy to hear your thoughts.