Traditional markets just threw us a curveball. The S&P 500 and Dow hit fresh all-time highs yesterday, riding the wave of a Fed announcement that wasn't as aggressive as Wall Street feared. Dovish signals? Check. Rally mode? Absolutely.

But here's where it gets interesting—the Nasdaq couldn't keep up. Tech stocks stumbled hard after a major enterprise software company dropped underwhelming earnings guidance, suddenly making everyone question whether AI investments are actually printing money or just burning cash.

What's this mean for us? When traditional finance shows cracks in the AI narrative while legacy indices pump, it creates a weird risk environment. Institutional money might start looking elsewhere. Could be sideways action ahead, or maybe capital rotation into alternative assets. Either way, worth watching how this plays out over the next few sessions.