The Bearishness of the AI Trade

Jared: This reminds me of COVID when no one knew how long the virus would last, but they knew work from home was a given. Now no one is sure what to buy since macro is so confusing, but they know AI is here to say, therefore buy those stocks. Jared: I do think that there is going to be a retracement or a correction in this AI trade over the next couple of weeks. But you know, in terms of a long term investing thesis, you know, I think it's going to be around for years.