This month has been my worst month as far back as I can remember. I am invested in AI mainly. Even Leopold liquidations wasn’t that bad. I get we are in a narrative at the moment that “Ai is bad or expensive etc” and those concerns are real.We saw that with software and cyber security companies this year where it was a narrative that Software companies will be eaten by AI still can’t remeber why cyber security dumped. saas stocks crashed earlier this year and now those stocks are at ATH. I feel like market is being driven more by narrative then fundamentals. For the most part I am just glad I only hold shares and not on leverage so can wait it out as I don’t need these funds anytime soon.

That being said I am a strong believer in AI and I think it will benefit humans a lot. Of course like every technology there are pros and cons

I just want to get other people thoughts on this.