AI Charts You Cannot Miss
AI - Getting Harder
AI isn’t collapsing—but it’s no longer a one-way bet. After a powerful run, price action, positioning, and valuations are starting to diverge, forcing markets to separate hype from earnings, and narratives from cash flows. Trillions in potential value remain on the table, but the easy money phase is over and selectivity is quickly becoming the trade. Below are some of the charts that matter — and given the scale of the debate, this note is a bit longer than our usual updates.