If I read that as an IBM investor I might fully exit. The new product flopped, growth was 1%, and the CEO sounds extremely unconfident. There are way better places to put your money given the potential for future earnings now looks incredibly weak.
Where would you put your money? Everything in the US seems to have exposure to the AI bubble. Is Europe sitting out of the AI race? Maybe some euro etf?
US recession will spread to everything and everyone, including or especially EU.
COMEX is running lower on silver, their dumping is not sustainable. Could hit $500, $5000.
I'd like to know the answer as well. VTWO tracking the Russell 2000? At least you know it's an ETF that doesn't contain the big AI players.
I work in early stage venture so that’s my primary investment focus given the outsized potential. I do have a target date 401k and a professionally managed portfolio as well (broad across asset, sector, geography) but I don’t really focus on those.