"Deloitte projects that AI chip sales will top $1 trillion by 2030"
"Retail investors have leaned aggressively into the weakness"
"US equity fund inflows tend to pick up sharply during tax refund season"
"US exceptionalism is turning into global rebalancing"
"Tech sector $XLK Short Interest is at the highest level of this decade"
"The market has by no means 'relaxed'"
