Post-AI boom: securing profits with defensive stock ideas

With all the anxiety around a possible AI bubble, I’m thinking about taking some profits and reallocating part of my portfolio into more stable assets. I’ve been trying to build a more defensive setup, and my initial idea is to add some consumer staples, utilities, and healthcare stocks. Personally, I like names like Coca-Cola, Johnson & Johnson, UnitedHealth, and a few power companies. I’ve also been thinking about adding some commodities as a way to hedge risk. Does anyone have good defensive stocks or commodity plays they’d recommend? Or in the current market environment, are there any other sectors you think are solid for long-term holding?