cross-posted from: https://piefed.ca/c/nvidia/p/412143/nvidia-wtf
this post was submitted on 22 Dec 2025
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For those of you that have 401Ks and Roths or other retirement accounts; look at your portfolios. I know lots of us just pick investment options based on how well the funds do over time. You should also look at the holdings, or what companies those funds are investing in. Many of my investments had NVIDIA, Microsoft, and Google as the largest holdings of the trust. I didn't sell what I already bought, but I changed where my investments are going and made sure to pick trusts that AREN'T investing in NVIDIA and the other tech bros.
I'm a pleb. I don't hold much power. Collectively if we change our investments we can turn off the money faucet for NVIDIA. If you're of the mindset that the AI bubble will pop, moving your money into something else means you won't be left holding the bag if the bubble pops. I decided to pick options where the stocks in the trust were related to minerals and mining, since those business will see growth due to the need for minerals to increase chip production. Those minerals are also important for EV and battery production as well. Still risky, but at least I'm not giving it straight to NVIDIA, and maybe the EV market side of things won't be hit as hard when the bubble pops.