"You can ignore AI all you want" Ignore? Some of my holdings have been in AI since near its birth. Boeing, for example, owns several micro startups no one hears about because they don't trade on their own and Boeing doesn't broadcast heart pounding PRs about them.
Similarly, my Skyworks Solutions makes chips for AI. SKWS has been rising largely due it being mentioned in connection with "the hot new thing." Rockwell Automation benefits in the same way now. There are bazillions of stocks with some AI connection. Investors will lose in almost all of them if they buy into that Sizzle and ignore broader company fundamentals.
Most Hot New Things fizzle and are soon forgot or they just become widely used mainstream business. Remember in the late 1990s when small stocks would double just by *hinting* they were building a website. Or by affixing ".Com" to the business's name. You would have profited back then betting against every stock that did that.
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Because the Good Life is Just a Pump or Two Away