Key insights
- An investor expresses concerns about the AI sector's current performance, questioning whether it's a bubble. They are considering selling their positions in AI-related stocks (ANET, ASML, AVGO, NVDA, CEG) and NASDAQ 100 due to potential demand dips. This reflects a shift in retail investor sentiment, potentially leading to short-term selling pressure on AI-related stocks, but is unlikely to cause a major market correction.
For context, I know I should diversify my portfolio. I was confident in AI becoming useful in the future, so I invested in ANET, ASML, AVGO, NVDA, CEG, and NASDAQ 100. I decided to invest in the things that power AI and in renewable energy with CEG. However, I am a bit skeptical now considering the demand might dip and this is just another dot com bubble. I'm planning to pull out while my investments are still positive, but this might be the beginner's fear in me?
Any thoughts? I did some research beforehand on some companies to invest in
Edit: sorry for the beginner's fear. I'm new to this and I get scared every time I see it go down