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bucolic_frolic

(53,877 posts)

2. Yes, international has been the place to be, except for AI

Reply to applegrove (Original post)

Mon Dec 29, 2025, 03:49 PM

9 hrs ago

The rest of the domestic market has been see-sawing since July 1. Small secondary AI plays are flat or obliterated.

Emerging market large caps have been up nicely. Canada ETFs that trade in the US are few but up about 35%.

Hard to separate AI speculation from investments. I mean memory and chips and infrastructure will get paid. The AI part of the Mag-7 and their kin has been poorly explained. I understand what LLM's are doing, but why are Amazon and Alibaba buying tens of thousands of AI processors?

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U.S. Stocks Eclipsed by Rest of World [View all] applegrove 9 hrs ago OP

So, if the US stock markets lag, markodochartaigh 9 hrs ago #1

Yes, international has been the place to be, except for AI bucolic_frolic 9 hrs ago #2