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Chip Stocks under AI Bubble: It's all about narrative
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If you weren't paying attention to AI before, you definitely should be now:

-AI accounts for all of the S&P 500 gains this year
- $NVIDIA (NVDA.US)$ up 167% this year and nearing $1 trillion market cap
-S&P 500 is up 8.4% this year - but it would be down 2% without AI stocks
-AI ETF $Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ.US)$ is up 30% this year
- $Alphabet-C (GOOG.US)$ , $Microsoft (MSFT.US)$ , and $Meta Platforms (META.US)$ are ALL shifting their business model to focus on AI
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