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The AI “Bubble,” simplified… Recently, many AI stocks pulled back by over 30%, reminding market participants that diversification matters. One bad week for this sector can devastate a portfolio. The Assembly has AI exposure, but the strategy is to gain it through established businesses that don’t solely depend on... show more

Michael, CPA

6,393 subscribers

31,439 просмотров • 9 дней назад •via X (Twitter)

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Комментарии: 6

Фото профиля Sean O'Connor

Sean O'Connor9 дней назад

@InTheAssembly Spot on

Фото профиля Michael, CPA

Michael, CPA9 дней назад

@InTheAssembly Thanks Sean!

Фото профиля xsm

xsm9 дней назад

@InTheAssembly OpenAi is a cash burning business and not even profitable comapny so my question is how can this continue if they are not even profitable?

Фото профиля Nan | Markets

Nan | Markets9 дней назад

Established businesses help, but I'd still stress-test the shared spending cycle. If several holdings need the same customers to keep expanding AI budgets, different tickers may offer less diversification than they appear to. How do you check that overlap?

Фото профиля Giorgos

Giorgos9 дней назад

@InTheAssembly it's a "closed" loop but the people pays for it so there is a positive cas flow (injection) in it. Or not?

Фото профиля Michael, CPA

Michael, CPA9 дней назад

@InTheAssembly Depends .. exits exist like materials for example

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