Konnichiwa (hello) from Kyoto! I remain fascinated by the number of people who think the AI trade is “done for.” My perspective couldn’t be more different. In fact, if AI were a baseball game, we’re so early that the hot dog vendors aren’t even warmed up yet, writes Keith Fitz-Gerald, editor of 5 With Fitz.
But hey, it’s a free country. History is very clear. The biggest profits are almost always found on the edge of absurdity.

Meanwhile, NBC’s Jim Cramer says the market’s strength is in non-tech growth stocks. Riiiiiight.
And what exactly does ol’ Jimbo think those non-tech growth stocks are using to grow? Carrier pigeons? Smoke signals? Silent movies? Fax machines? Pages clipped to your pleated khakis?
Overhead projectors and acetates? Mainframes that require a priest and a reboot? Oh yeah…modern, forward-looking tech.
A quick history lesson. When the “anti-tech” crowd shows up, tech usually reminds the naysayers who actually runs the table.