The financial economy feels like a python that consumed a giant lunch, and has that giant lunch moving through the thing in one big lump trying to get digested.

The financial economy feels like a python that consumed a giant lunch, and has that giant lunch moving through the thing in one big lump trying to get digested. I think the primary issue is that during the pandemic we printed a bunch of dollars, and those dollars have been chasing a productive position ever since. AI is clearly a tech that is going to change the world, that much should be clear. But how do you invest in it? I guess throw it in Microsoft and Nvidia.