European equity markets are witnessing a fresh wave of capital rotation into AI-linked stocks. Investors who missed early gains are now hunting for the next breakout opportunity in this space. The pattern mirrors what we've seen in crypto markets—once a narrative catches fire, money chases anything remotely connected to it. This shift isn't just about technology fundamentals anymore; it's pure momentum play. Valuations might be stretched, but when AI hype dominates headlines, rational pricing takes a backseat. The real question: who's holding the bag when the music stops?

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