Nvidia Surge Shows AI Momentum, But Market Differention and Diversification Still Wise
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Nvidia stock surge doesn't mean we're in an AI bubble, market has momentum due to AI's potential impact on productivity
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Market is differentiating between AI/tech stocks based on earnings - some doing well, others not
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May be time to diversify away from AI/tech into other sectors like healthcare and materials
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Broadening out needed when market is at all-time highs, tech sector may see better entry point later this year
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Unlike dot-com bubble, this rally has strong earnings momentum behind it rather than just PE expansion