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

You’d be surprised. A lot of biotech is using genai not just traditional ml. And hiring for genai and LLM. They want to build their own chatbots, only trained on their own data and primary literature not reddit comments from armchair biologists.