Today's AI and US stock market insights: 1. The strong Q4 is here! Over the past 10 years, SPY and QQQ have averaged a 5.5% gain during these three months. Time to start positioning. 2. India is building AI data centers too! Indian company AM Smart bought $4 billion worth of NVDA GPUs. 3. NVIDIA's $800 million investment, Reflection, is about to release its first open-weight model, claiming it will crush China's top open-source models. 4. Institutions are warning: the S&P Shiller P/E ratio (CAPE) has been over 30x for two consecutive months, which historically precedes a 20% crash. 5. Musk plans to rename SpaceXAI to SpaceXSI to align with superintelligence. Meanwhile, Trump has set up a special task force for SI governance. Let’s see how they plan to regulate SI. #AI #Stocks #NVDA #SPY #QQQ #SpaceXSI #SuperIntelligence