baldur, 
“The Great Paradox of the U.S. Market!”
"the best guess is still that this second investment bubble – in AI – will at least temporarily deflate and probably facilitate a more normal ending to the original bubble, which we paused in December 2022 to admire the AI stocks" https://www.gmo.com/europe/research-library/the-great-paradox-of-the-u.s.-market_viewpoints
