Yields Break Out, the Biggest IPO in History, and Why "Hater" Isn't a Strategy

For three years the only question anyone asked me was whether AI is a bubble. Is it real, who wins, what inning are we in. I’ve been saying inning three or four the whole time, and I’ll say it again. But it’s the wrong question, and last Friday’s tape is the reason why. Here’s the better one. Where is the money actually flowing inside all of this, and what happens to every high-flying name if the…