AI Enthusiasm in Stocks: Records Despite Yields,Your Offset Pains?

The recent rise in AI stocks, which has reached record highs, feels like a real struggle. On one side, there's great excitement for AI that drives company values up. It resembles a gold rush, as everyone believes they've discovered the next big thing. At the same time, bond yields are rising, which typically makes investors more careful and can cause them to withdraw money from the stock market. This creates a strange mix of optimism and caution.

This situation raises the classic question: is this a true tech revolution or just a bubble waiting to burst? I find that the real challenge of holding these stocks is the wild fluctuations. One day you’re significantly up, and the next you’re down just as much. It's not suitable for the faint of heart.

To handle this kind of volatility, perhaps the strategy isn't to chase the latest trend but to think long-term and diversify. It might be better to find companies that genuinely use AI to address problems, rather than simply riding the hype.

What do you think about this? Do you believe it's a bubble, or a true long-term trend?