I’m starting to wonder if investors are finally asking tougher questions about the AI boom. Tech stocks took a hit as concerns over OpenAI’s revenue figures put pressure on AI-related companies. At the same time, rising Treasury yields and higher oil prices are making the market even more complicated. What really catches my attention is that the AI story isn’t just about how fast companies can grow anymore. Investors also want to know whether all the money going into data centers, chips and infrastructure will actually deliver the returns they’re expecting. I’m watching $NVDA, $AMD, $AVGO and $ORCL closely because these companies are right in the middle of the AI spending cycle. I’m not writing off AI, but I do think investors are becoming more selective about which companies deserve the biggest valuations. Do you think this is just a healthy reset for AI stocks, or the beginning of a bigger pullback?