been waiting for a correction like this on $AI to start sizing after fumbling a 2% bag sub 10m mc

theres also a ton of fud rn around trump trying to replace “AI” with “SI” / Super Intelligence. chart looks extremely oversold because of it and at ~110M mc this is getting very attractive to size imo

AI already won the semantic/cultural battle years ago. its the global schelling point for the entire category, with orders of magnitude more mindshare

trump can try to position SI, but thats fighting years of path dependency. AI is already embedded in everyday language, media, markets and culture worldwide