Energy and healthcare has big AI exposure too. If it pops, you're going to be better off but not totally spared. I suppose that's probably a smart move though...

Fair enough and thank you for the comment.

I went with a bit of Roche, Novartis, ... So something that would at least cushion the fall with dividends and not being in the GenAI crossfire since they definitely use AI/ML (I got them through an ETF). Also almost all my assets are now either CHF or Euro denominated/hedged. I am also not comfortable with the dollar weakening and the next Fed head probably cutting rates again like Trump wishes