>Tech stocks are responsible for most of the gains in stock market in past year. Ok, but none of the major tech companies other than Nvidia are AI companies.

>Tech stocks are responsible for most of the gains in stock market in past year. Ok, but none of the major tech companies other than Nvidia are AI companies. Sure, some of the pop to MSFT's stock is probably because of the OpenAI deal, AWS, GCP, and Azure is riding some of the wave of new AI investment money coming in, but none of them are first and foremost AI companies selling AI.