This year started with a lot of pessimism, and although I don't think any of that has passed, it feels like fresh air is starting to move in. In January, we were definitely still feels the pain of inflation, and it was feeling like a recession was imminent.  But then a sudden AI craze sprang from the release of Chat GPT. Nvidia's stock soared, as did all manor to tech and semiconductor stocks. This may not make up the bulk of my portfoli...