If AI Bubble Pops, What To Buy?

The AI hype seems to be relentless, supporting the rise of the overall market and related sectors. Investors can't help but worry that the AI bubble will burst like the dot.com bubble did in 2000. If the AI bubble pops, are there any safe-haven sectors or new growth points to invest in?

avatarTigerong
2024-07-21
      Why did small-cap and value stocks take so long to rally considering the “higher for longer” interest rate theme has been running for a while? It’s likely because the AI rally captured most of investors’ attention. This may be a delayed effect in a small-cap value rally. At the same time, we shouldn’t write off growth stocks altogether. There is no certainty that the small-cap value rally will sustain, as it did fizzle out for months after a brief rally at the start of 2024. Also, AI-related stocks have run up so much that experiencing some correction is warranted and I won’t say the AI run is over just yet. One might ask why the increased market expectation of a looming rate cut helped value small caps and not growth stocks, since lower rates are better for the latter

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avatarMungerism
2024-04-08

Favorable Risk-Reward

$United States Natural Gas Fund LP(UNG)$  Whilst AI stocks are all the rage at the moment, natural gas has been languishing... prices are extremely low now, below the cost of production. History has shown that when this happen the average price was always higher long term. The reason is similar to any commodity, producers will begin to curtail production causing supply to fall below demand & price move upwards as a consequence.  A recent report from Baker Hughes showed that gas rig count is now 30% lower than a year ago. The 2 biggest natural gas producers in the U.S. had announced production cuts.  Whilst I don't know when prices will rebound, given these statistics and historical low prices, the odds are in favor of a sign
Favorable Risk-Reward
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