@Dennis Wilde：
VIX is falling, which suggests these are just short-term narratives or noise. Staying invested in the right stocks is the long game. SI is real. OaI is losing revenue to others. Money will flow from AI infrastructure to the mag7. $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $SpaceX(SPCX)$ $SPDR S&P 500 ETF Trust(SPY)$