You Can Stay Invested In This 'AI-Induced Euphoria', But Nomura Warns "You Cannot Take Your Hedges Off Now"

TL;DR:

You can stay invested and riding this euphoric AI-induced virtuous feedback loop (especially as I don’t see Employment data hard-stopping anytime soon and forcing to market to worry from “Oh nice Fed cuts!” to dread around outright “Recession”), because it will continue to confound the haters and turn them “Buyers Higher” as we are currently seeing with this increasingly “reach” out into Risk / Exposure….