[Ponderling]

Not only do I agree AI has been oversold, I have in the last month repositioned our holdings to try to insulate ourself from what I feel is a coming reset.

For our USA components
Sold all VTI, an s&p index fund. Since the AI heated 'Magnificent 7' now make a third of that index's cap.
Moved most to VBR, a small cap value slanted ETF.
Smaller companies still make you money.
And are likely to hopefully loose less when the wind drops out of the s&p .

16% average annual return for the last decade
Tell me that party is not ripe for an end.

I put some of the VTI proceeds to VDU, a global equite ex US ETF. To bring internaional exposure up since USA has leapt ahead in the last few years.

Sold most of IYW, a tech focused fund.
Still hold 30k, not the 250K it once was.
Although I have been ratcheting that one down over a few years to harvest the gains.
That all went to VDU.