The AI narrative is being hyped up right now, but I always feel something's off 🤔 Look, copper prices haven't been able to rise, indicating real demand hasn't caught up at all, and VIX is as low as if nothing's happening. These two signals are clearly contradictory. If the story of AI capital expenditure collapses, valuation bubbles like SMCI and ARM will be the first to get hit, so I really don't dare to go heavy on stocks like SOUN, BBAI, and HSAI 😰