And check the number of quotes saying "it was inevitable" by those who probably did not say that before.

Jason also said that "Scott Bessent is a credible, mainstream pick for Treasury Secretary". I do not deny the credentials of some of these names but when someone accepts a position in this administration you know how credible and mainstream they are NOT

Exactly, demand for what and at what price. AI is real and likely to have positive benefits on growth, earnings... but what matters for the bubble debate is whether current valuations are justified.