Boneparth: The AI revolution still points to long term growth

AI & Technology Sector - The AI revolution is expected to drive long-term growth, although volatility is anticipated, especially in technology and AI sectors [2] - Oracle's profitability concerns and potential losses on Nvidia chips raised questions about the AI trade's momentum [1] - Retail investors are still net buyers of Nvidia, but selling other AI-related stocks [7] Market Dynamics & Investment Strategies - The market is broadening, potentially due to the Federal Reserve's policies and acceptance of 3% inflation as a new norm [2][3] - Investors are considering gold and Bitcoin as safe haven assets, partly due to concerns about a weakening US dollar [4][5] - Retail investors have increased access to capital markets and are actively involved in trading, conducting due diligence and research [8] - Increased capital flow into private markets, such as OpenAI and XAI, may draw investments away from the equity market [9][10] - Market timing is not recommended for long-term investors; a controlled approach to investing in appreciating assets is advised [11] Economic Factors - The Federal Reserve's actions are perceived as making things easier for equity investors [3] - The market may be adjusting to a new normal of 3% inflation [3] - Uncertainty in the US, including shutdowns and tariffs, may be influencing investment decisions [6]