alt Hacker NewsIf I were nearing retirement and had a decent pension pot where I could control it in fine detail...I would be diversifying away from tech stocks and holding some cash for immediate needs. There probably won't be much time when it unravels...I wouldn't be over exposed to the Nasdaq 100, for instance. Although you could probably pick some AI safe companies out of it.
The real problem will be figuring out where all this debt is
The problem is 1) the Nasdaq 100 is where the majority of gains are coming from, and 2) it very well might be another 3+ years before anything unravels, if it unravels at all.
If you're truly at retirement, absolutely cycle out. But if you're still young and trying to maximize portfolio growth, it's not obvious that a non-tech strategy would yield better returns.