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0 pointscriddell4mo ago0 comments

Energy and healthcare has big AI exposure too. If it pops, you're going to be better off but not totally spared. I suppose that's probably a smart move though...

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marcyb5st4mo ago· 2 in thread

Fair enough and thank you for the comment.

I went with a bit of Roche, Novartis, ... So something that would at least cushion the fall with dividends and not being in the GenAI crossfire since they definitely use AI/ML (I got them through an ETF). Also almost all my assets are now either CHF or Euro denominated/hedged. I am also not comfortable with the dollar weakening and the next Fed head probably cutting rates again like Trump wishes

kjkjadksj4mo ago

You’d be surprised. A lot of biotech is using genai not just traditional ml. And hiring for genai and LLM. They want to build their own chatbots, only trained on their own data and primary literature not reddit comments from armchair biologists.

marcyb5st4mo ago

Yeah, I figure. The thing is that I have a mix of bonds and stocks. Bonds should remain stable or even rally a bit if a crash happens. I mean, usually governments cut interest rates in time of crisis, so existing bonds should go up. It is definitely a hard time to invest as everything feels expensive

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