Markets can't go "straight up and to the right," says Rebecca Walser (@walserwealth), calling Wednesday's selling activity "expected." She returns to the NYSE set and explains what factors played a role in the session's price action. Rebecca later touches on the rally in gold and liquidation of Bitcoin, both signals that she says signifies that investors are taking risk off the table. On the A.I. trade, she says "if we don't get nuclear power, we don't get monetization of A.I. to be realized." However, she shares concerns of speculative trades like Oklo Inc. (OKLO).

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