Have you noticed, lately, or noticed people around you commenting, that there just seems to be no money anymore. There's no money for companies to make the tv shows you like, the video games you like, the local diner you like shut down, no one you know can find a job. Think about that in context of
AI is now the biggest investment in all of US history as a percentage of GDP. Datacenter construction is up, all other construction is down. "AI Is Squeezing Out the Rest of the Stock Market," reported WSJ 2 days ago. We basically bet the whole economy on the most optimistic visions panning out.