As talk of the AI bubble has quieted a little, its interesting to note that the FT is reporting that UK pension funds have been moving out of US Tech stocks, both to other sectors but also away from US-based firms on the concern that US share prices are too dependent on a small number of firms that would be adversely impacted by an AI-related 'correction'.
Another sign for the bubble-watchers that more & more investors are quietly (or not so quietly) moving towards the door?
