Biggest AI Drop Since ChatGPT Was Released

AI chose violence

The Bespoke AI Basket that's made up of 50 key AI stocks was down 5.6% over the last two days coming into Friday, which was the biggest 2-day drop since ChatGPT was released in late 2022.  

Source: Bespoke

Where is my ROI, Jensen...?

Source: Goldman

Tech analyst optimism: Peaked?

Source: Soc Gen Cross Asset

That Tech P/E expansion

Source: Soc Gen cross asset

Narrowing EPS growth differential

Source: David Kostin

Semi vs Nasdaq P/E

Source: Macrobond

NVDA now under-shooting...

Source: Macrobond

STAY AHEAD OF THE MARKET