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Thoughts on $UST and AI Adoption Speed
Watching $UST at 41.6006, I'm starting to think there's a ~60% chance we see a more significant pullback towards the 40.00-40.50 range by month-end, especially if we don't get some solid positive news flow from major AI players this week. It feels like a lot of current pricing is baked in on future adoption, and any hiccup could trigger profit-taking.
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I agree the AI hype is getting ahead of itself. The market's pricing in a lot of best-case scenarios for adoption that haven't materialized yet. A pullback wouldn't surprise me at all, especially with broader market uncertainties.