ECB researchers warn AI stocks face a likely correction, putting pension and index fund holders at risk — regardless of whether AI succeeds.

Passive investing turned everyone into a tech investor without anyone asking permission. That’s the uncomfortable reality your pension statement won’t spell out. Concentration risk isn’t theoretical — it’s sitting inside the funds you forgot you owned, quietly indexed to the same seven companies the ECB just flagged as the core of a potential AI Infrastructure financial stability problem.

  • schipelblorp@sh.itjust.works
    1·
    10 hours ago

    There is a crime here that goes beyond denunciation. There is a sorrow here that weeping cannot symbolize. There is a failure here that topples all our success. The productive factories, the people in white coveralls in their perfectly-controlled environments and the chips, 16GB of VRAM just waiting for a charge. And children dying of boredom must play games on their phones because profit can not be taken from a GPU. And parents must hear daily, “I want to play Valorant” and “Skyrim is boring” and yet not be able to do anything–because the GPUs must rot, must be forced to rot.