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Tech on steroids: AI the savior, or?

What's your AI hedge?

Hartnett with the quote of the week: "I mean, if you're going to lose your job and be replaced by AI in the next few years, might as well own some AI as a hedge, no?"

Tech is king

The NASDAQ/Russell ratio extending the squeeze, trading at another all time high level as of writing.

Source: Refinitiv

SOXuberance

Source: Refinitiv

Spot up, volatility up kicks in

Source: Refinitiv

Must have tech

Source: Refinitiv

On that huge SPX short

Source: Refinitiv

Put hate makes a comeback

Source: Tradingview

Yields popping bubbles

Source: BiofA

Could AI make tech less rate-dependent?

Source: Macrobond

AI adoption: the 10 year macro case

Source: Goldman