As defense: voo or brk.b?

To be fair: no, I don't think this bursts anytime soon, but people can't just spend indefinitely (right...?), and there IS a shortage of multiple ai layers (gpu/cpu/memory, etc). My portfolio is already risk/high-growth large-mega cap assets (literally just solana/nvda/hood/ and some now/googl/aapl/lly/amd), but I'd rather turn all cash nearish-peak, then post-bust), and I invest 70% of everything I make. As a 24m brazilian guy (no mortgage-rent/''real'' bills/kids/wife), I'm trying to play this ai boom by