Simon comments on the proliferation of dystopian AI-related forecasts and cautions against succumbing to the fear of the unknown. He highlights the various phases of the AI wave from a market perspective - how investors are now considering violent disruption while trying to separate the "winners" from the "losers." Such rapid price adjustments could ultimately create opportunity among those unfairly punished. Simon also reviews some of the recent news flow from NVDA, DHR and AMZN.

WIG Names: NVDA. DHR, AMZN.

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