Money yet again flowing into defensives and homebuilders and out of the AI infrastructure trade as risk appetite switches by the day. This has to be the most indecisive market ever? What more evidence can the market want at the moment? $SpaceX(SPCX)$ and $NEBIUS(NBIS)$ single-handedly reminded (yes reminded...nothing changed from before) of the insatiable demands. Yet still by day 3 sentiment looking more positive here we are again. We're in a period where it seems like the market and investors are unsure what to bet on. Either it's the claims and posted financials from the biggest, most AI centric companies in the world and their management... or claims and "research" from
AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
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