Let me show you two possible futures for your portfolio: Scenario A: You stay heavily invested in AI stocks and broad index funds. The bubble pops. Nvidia falls 70%. Your "diversified" mutual funds drop 40-60% because the Mag 7 dominates every index. You watch helplessly as your retirement timeline gets pushed back a decade. Scenario B: You reposition into what I call "AI Survivors" before the crash. While AI stocks crater, your portfolio grows as capital rotates into proven businesses with real earnings. You avoid the panic. You sleep at night. And you're positioned to profit from the chaos. I’ve helped investors navigate two similar moments — and both times, the biggest gains came from rotating early. In 2005, I warned about the housing bubble on CNBC. In 2021, I called the tech selloff before it happened. Both times, I didn't just help people avoid losses — I found them opportunities to profit. During the dot-com crash, my recommendations included companies that gained 1,000%, 5,000%, even 11,000% while the Nasdaq plunged 80%. I believe we're at another watershed moment. This video explains everything The five danger signs I'm seeing. The specific stocks I believe are positioned to thrive. And why I think the AI bubble could pop sooner than most expect. You can't control when the market corrects. But you can control whether you're prepared.  Eric Fry Senior Macro-Investment Analyst, InvestorPlace P.S. Even if AI stocks keep rising for another 6-12 months, the companies I discuss are solid businesses worth owning. You're not making a bet on a crash — you're investing in quality that works in any environment. |
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