Adam Kobeissi(@TKL_Adam):Our perspective on today's market crash. In the era of AI, the biggest technological revolution in human history, people are eager to call the top. That's how disruption works; it disrupts. Revolutions yield polarity in sentiment and volatility comes with change. However, if you zoom out, the S&P 500 is still up +9% YTD and +85% since the AI Revolution began, and AI is nowhere near "over." In fact, it's only just getting started. Corrections are healthy. Asset owners will continue to win in the long-run.

2026.11.05 16:34

Our perspective on today's market crash. In the era of AI, the biggest technological revolution in human history, people are eager to call the top. That's how disruption works; it disrupts. Revolutions yield polarity in sentiment and volatility comes with change. However, if you zoom out, the S&P 500 is still up +9% YTD and +85% since the AI Revolution began, and AI is nowhere near "over." In fact, it's only just getting started. Corrections are healthy. Asset owners will continue to win in the long-run.