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Re:OpenAI and Nvidia Announce Partnership to Deploy 10GW of ... by mrandish on Monday September 22, 2025 @03:05PM (#45337998)
> Tends not to end well.

I'm no financial guru but this time around the boom/bust cycle, there's a new, additional factor that's concerning. Even though I sold my individual tech company shares a few years ago and diversified all my equity holdings in broad market ETFs like VTI, the so-called "Magnificent 7" tech companies have inflated so much, they now occupy a disproportionate percentage of even broad market ETFs which hold ~5,000 stocks based on their market caps. The obvious issue being their share prices all having a significant component elevated by the same thing - unrealistic AI growth expectations.

Re:OpenAI and Nvidia Announce Partnership to Deploy 10GW of ... by kapone on Monday September 22, 2025 @03:15PM (#45338138)
Two words. Passive flows.

Where do you think your 401K money is going...right into the S&P 500...and who gets the lion's share of allocation out of that? The Mag7 et al.

If you chart the last 25 years, Gold (yes, that one...the useless metal) has outperformed the S&P (and it's making new highs even today). What does that say about hard assets vs these companies?