Feels like everyone is all-in on AI/tech. is anyone actually reducing exposure?
u/ChangeNOW_Community ·
Reddit — r/stocks
· April 21, 2026 at 10:47
· ⬆ 29 pts
· 💬 65 comments
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Over the past year it feels like the same trade has just kept working: big tech + anything AI-related. Names like NVDA, MSFT, AMD - every dip gets bought, sentiment stays bullish, and it’s been hard to justify stepping aside.
But at the same time, I’m starting to feel a bit uncomfortable adding at these levels. Not calling a top, just feels crowded. I’ve trimmed a bit, but now I’m second guessing it every time the market pushes higher.
**Is anyone here actually reducing exposure, or are you just riding the trend until it breaks?**