AI sector pullback and consolidation risk by month-end

I'm leaning towards a 60% probability of a noticeable pullback or at least a significant consolidation in the broader AI sector by month-end. While the recent momentum has been strong, driven by things like the $USLV jump and continued interest in firms like $X, the market often corrects after sustained runs, and I'm seeing a bit of overextension in some names that could prompt profit-taking.