My stance is cautiously bullish. I am of the firm belief that AI is here to stay and it is in its early innings no matter what the FUD says about bubbles etc. However the market does not go up in a straight line. And I believe we are about to enter a secular bear market where buy and hold gets clobbered. Just a note that many investors have never been through a real bear market. The last one was two decades ago and I remembered how panicked everyone was then! So that market requires a different approach. As of now, the secular bull is in its final run. I am seeing 5th waves everywhere. But AI will outperform when the bears have its day. It’s about what to pick and when to buy and/or sell. Stay safe everyone!