The headline says (https://www.marketwatch.com/story/forget-nvidia-these-5-s-p-500-stocks-are-quietly-going-all-in-on-ai-68642f84?mod=mw_rss_topstories). Translation: institutions are finally accepting that $NVDA's valuation left the building six months ago, so now they're desperately packaging second-order AI plays as "discovery." Here's the problem.

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