Buffering against the AI bubble

Any thoughts on shifting investments toward a more conservative ETF like VCNS or ZCON to buffer against AI bubble exposure. Yes time in the market is better than timing the market, but there are legitimate questions about whether VGRO or VEQT are sufficiently diversified to weather an AI crash. NVIDIA’s buying up shares of its customers in exchange for chips which then drive up both of their stock values is a concerning and continuing trend. It would nice to not be completely hammered by another dot.com or 08/09 type crash that take a decade plus to recover from.

Posted Dec 1, 2025, 8:09 PM UTC

2874
Loading comments…