To be fair: no, I don't think this bursts anytime soon, but people can't just spend indefinitely (right...?), and there IS a shortage of multiple ai layers (gpu/cpu/memory, etc).
My portfolio is already risk/high-growth large-mega cap assets (literally just solana/nvda/hood/ and some now/googl/aapl/lly/amd), but I'd rather turn all cash nearish-peak, then post-bust), and I invest 70% of everything I make.
As a 24m brazilian guy (no mortgage-rent/''real'' bills/kids/wife), I'm trying to play this ai boom by buying the most bang for buck companies (and not to be over-bullish/bearish; nvda, as a prime example, has a real edge, and moat; yes, even if it's market share can be somehow diminished over time; not to mention how much money/margin the company has, which is actually nuts, and it's trailing/forward p/e still quite low), but since I already invest so much (and all in dollars), I want to start building a defensive position from these 70% of investible cash.
My options are: brazilian treasuries (they're actually booming atm, with around 7-9% yields+ inflation) or brazilian fixed income, in general;
voo in usd (self-explanatory);
brk.b, too, in usd (maybe long-term those macy+delta airlines and eventual purchases will reveal themselves as a possible bubble/recession/bear starts, right). -plus the stock has fairly discounted since buffet's move to chairman.
I want to grow this defense pot to start decoupling from all the hype and euphoria (&grow an emergency fund), while there is still guidance for capex/shortage of supply, and be well gone (selling around 60-70% way before the first ''there is no more capex/capex increase" news rolls out, and everybody realizes the party is over/near end.