Now is not the time to discuss valuations or fundamentals. Many non-cyclical tech stocks have reached their lowest valuations since March 2020, some even lower, representing an extreme deleveraging process. What follows will either be a vigorous and exhilarating rebound, or a repeat of the 1929 scenario in the AI era. If you still have chips to invest, what's the point of life if you don't place your bets here?