Many artificial intelligence (AI) stocks have sold off recently, presenting compelling buying opportunities for patient investors. But folks with a sizable amount of their portfolio in names like Nvidia (NASDAQ: NVDA) may be looking for other ideas.

While investors could soon get more clarity on geopolitical matters, they seem bearish on AI stocks and worry there will be more pain ahead.

Nvidia stock was heading for its second-largest drop in March as the potential for stricter regulations on its chips in China sends shares lower, a negative report on data-center spending, and other factors cause investors to flee tech stocks.