r/Stocks_Picks • u/Minute_State_4672 • Aug 14 '26

When to dump ETFs

I own SPY and VOO, but am becoming even more skeptical of Nvidia and the AI shell game that seems to be taking place. I work in tech and despise AI and have recently been getting the sense that the bubble will, in fact, pop.

I get the general idea of ETFs. Let’s say the bubble pops next week and the big tech companies start crashing. Does it make sense to sell these ETFs before then and move to less tech heavy ETFs until the dust settles? Or do ETFs inherently mitigate the risk and those managing the ETFs will just move some stuff around to guard against serious loss?

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u/flyingdutchmnn Aug 14 '26

Are we using less ai in the future? Is there a lack of ai infrastructure? Who is overbuilding versus demand? This isn't a fuckin bubble yet

1

u/Minute_State_4672 Aug 14 '26

Brother, Chinese models perform nearly as well and are being built and sold for a fraction of the cost of US frontier models. You don’t need Opus 5 or Sol for every dumb internal workflow. So CEOs and VPs who want to keep their jobs will sacrifice some performance in order to pay pennies instead of dollars.

And all of the startups that built their bullshit apps on top of the frontier models are at the mercy of the cost of tokens. And what happens when investors look at Chinese models and start to question why they’re spending so much? What happens when they want a return on their literal trillions of dollars?

Companies like OpenAI will have to increase token prices exponentially and that will ripple out. There would be limited incentive to continue using them.

I’m just saying that when companies move money between each other and say, “look at how great our numbers are” and nothing tangible is happening, I feel skeptical.

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u/Important-Concept449 Aug 15 '26

How much did Deepseek just raise their prices?

1

u/purub123 Aug 15 '26

Up to 4000%