u/Constant-Ad8872

There’s a lot of talk about an AI bubble forming right now, with valuations running high and capital pouring into anything even loosely connected to the theme. At the same time, it’s hard to ignore how strong the momentum still is and how big the long-term potential could be.

I’m trying to figure out how to approach this as an investor. If this is a bubble, timing matters a lot. If it’s just the early phase of a larger shift, then being too cautious could mean missing out.

Where are you actually putting money in this environment? Are you sticking with the big names, looking for smaller plays, or staying on the sidelines until things cool off?