We break down why the S&P is at record highs while the AI names lag, and why leadership is rotating from semis into software. We cover the in line CPI print, collapsing hike odds, and what Warsh is doing to the curve. We are still risk off, and we get into the consumer, the CapEx boom, and where AI actually makes money.Learn More: www.market-radar.comEpisode 227

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