If There Really Is A Bubble, This Is The Cheapest Bubble In History

I reiterate my buy rating on assets tracking the main American indices. Last week, a lot of headlines about a bubble burst dominated articles and news. AI sector volatility was triggered by Kimi K3's $20B valuation and sharp declines in South Korean tech stocks like Samsung and SK hynix. U.S. market rotation favored defensive sectors, but hyperscaler P/E ratios are at decade lows and earnings continue to beat expectations. The S&P 500's P/E aligns with its 5-year average; current conditions do not constitute a bubble, as broad earnings growth persists.