AI remains the headline engine, yet this month’s chatter has increasingly been about who wins next (chips, hyperscalers, “picks and shovels,” software, power/utility buildout, etc.). We’re also seeing eye-popping activity in AI-adjacent areas globally -- like China’s AI chip push and frothy IPO debuts.

And on the hyperscaler side, there’s fresh “AI funding/compute arms race” talk too—e.g., reports of a potential Amazon investment tied to OpenAI’s compute needs.

What’s your AI “basket” right now—one name, an ETF, or a mix (chips + cloud + power/cooling + software)?

We’ve seen record/near-record index behavior alongside real anxiety about parts of the market—especially around crowded trades and AI valuation debates.

Are you leaning into the rotation (value/industrials/financials), or buying dips in growth? share your opinion and let's discuss

Even with easing, long-end yields have been pushing higher (a big deal for equity valuations, housing, and duration-heavy growth stocks).

Does higher long-end yield = “cap” on mega-cap multiples… or is it just noise if earnings stay strong? Share your thoughts and lets discuss.

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