I think after seeing the openai news and Anthropic picking the literal worst time to IPO Plus the risk of these to slop machines falling short more after Anthropic is public and the terrible ideologies of this company which will reflect in the stock price poorly (this has been proven over and over again on many tickers), can really drill tech names I think the core winners of this is all the monies rotating into the hyperscalers Why? Because ROIC will come online and the behemoths with the moats will continue to prove why they are the top dogs in the industry Distribution wins over everything, and the amount of ROIC they are going to have is going to show a flight of capital leaving a ton of tickers to run back to the safe havens You seen it already with $META It will happen with the others as well, and obv you already know my main go to is $GOOGL