People’s fear of tech ETFs today feels overblown. Many avoid them because of talk about an “AI bubble” or because tech makes up a big part of the S&P 500. They often compare it to the dot-com crash, but that’s not the same in my opinion and there is why:
Back then, companies were small, investors had little information, and rules were weak. Today, tech giants are global, highly regulated, and have multiple revenue streams. Microsoft earns from Azure and Windows, Amazon from cloud and logistics and these are not U.S-only businesses, they operate worldwide.
So why the fear? These companies are transparent and strong. If something big happens, tariffs or pandemics, it affects all sectors, not just tech. And now, every business uses technology. Microsoft today is nothing like [Pets.com](http://Pets.com) in 2000.
So why all of this fear on Tech ETFs? What else can be the leading theme next decades if every invention requires tech? War needs tech, Health needs tech.