While widespread ROI is still unfolding, this scale of investment suggests AI is seen as the next critical productivity engine, making claims of 'failure' premature.

That scepticism is fair, but you must distinguish enterprise demand from consumer experience. NVIDIA's record Data Centre revenue is hard financial proof that major corporations are betting billions on AI infrastructure.

Rallies feel good corrections hurt more. Balance optimism with discipline.

• Inflation isn’t solved, only softened rate cuts don’t guarantee stability.
• Geopolitical & global economic headwinds remain unresolved.

But markets built on hope instead of earnings strength often demand caution:
• Valuations are stretching - even small earnings disappointments may trigger sharp pullbacks.
• Treasury yields surged this week, signalling unease beneath the surface.

Frankly, demanding deference while simultaneously discarding the established rules of the game is a classic case of institutional chutzpah. The public’s distrust is not idiocy; it's a rational response to an unpredictable model.
The smart move, as ever, is to focus on verifiable data, not rhetoric.

It’s truly a tricky situation. When institutions, particularly one as pivotal as the Supreme Court, are perceived to be abandoning precedent and historical data, it introduces a dangerous form of unquantifiable risk into the system.

High hopes from $SOXL this week.

Honestly mate, there is more to be revealed.