Still holding
Jul. 15th, 2026 09:25 pmWe have some more nice weather right now, I took L. the dog for a walk after work and indeed again managed to tempt him along with the occasional treat. Still, the treats aren't a panacea: there was one block L. didn't want to walk along. I've little idea what's different about the ones he doesn't like.
I have my youngest coming to visit on Sunday, that will be nice; the weather looks to be good, we can just relax and hang out, and get takeout. My food at home is fairly basic. That milk did mostly survive, though I think it may now be reaching end of life. Soon I'll start the next one thawing, see if its container held up any better.
In terms of my pension investments' exposure to a potential AI bubble, it turns out that my current holdings don't have undue exposure anyway. It's the kind of thing for people to be aware of though as some funds aren't as diverse as one would imagine: Vanguard's IT ETF is currently over 40% in only Apple, Microsoft, and NVIDIA. (On the US side, I have only around 3% of my funds in NVIDIA.) Still, AI's an interesting case: perhaps the large AI providers' valuations are riding a bubble but the field is such that irrationality could last long enough for the fundamentals to catch up, perhaps then we couldn't say it was a bubble at all.
I have my youngest coming to visit on Sunday, that will be nice; the weather looks to be good, we can just relax and hang out, and get takeout. My food at home is fairly basic. That milk did mostly survive, though I think it may now be reaching end of life. Soon I'll start the next one thawing, see if its container held up any better.
In terms of my pension investments' exposure to a potential AI bubble, it turns out that my current holdings don't have undue exposure anyway. It's the kind of thing for people to be aware of though as some funds aren't as diverse as one would imagine: Vanguard's IT ETF is currently over 40% in only Apple, Microsoft, and NVIDIA. (On the US side, I have only around 3% of my funds in NVIDIA.) Still, AI's an interesting case: perhaps the large AI providers' valuations are riding a bubble but the field is such that irrationality could last long enough for the fundamentals to catch up, perhaps then we couldn't say it was a bubble at all.