I do a weekly YouTube on AI to try and share the weekly trends for a mosaic look of the AI buildout, bottlenecks, backlog, pricing, adoption and investor sentiment. As we exit shocking Q1 earnings to reset the bar higher and go into the summer usage slowdown, this mosaic I put together on the recent trends argues for more AI rotation at a minimum. June 2026 is very different for AI than Jan 2026. Be ready for more volatility as investors adjust to less certainty during the AI mid-cycle slowdown.