The AI infrastructure trade is showing some serious strength again, and $NVDA is leading the group alongside $CRWV, $NBIS, $INTC, $SMCI and $LITE. After a rough stretch, all six stocks bounced sharply, with investors getting more confident in AI demand again. What stands out is that the rebound isn’t just about hype, better earnings, strong AI demand and softer inflation are all helping the group regain momentum. Do you think this is the start of another AI rally, or is it too early to chase these stocks after such a big bounce?