The mood in markets right now is oddly split. AI spending still looks enormous and durable, but underneath that, inflation, yields, oil, and some very thin participation are making the whole thing feel a lot less comfortable than the headline indexes suggest.

• AI chips and the narrow rally
• Inflation, oil, and yields
• Volatility and options reality
• Sector edges, commodities, and technical signals
• Geopolitics, crypto, and the weird future stuff
• Risk mindset

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