It may not be the AI stocks but credit could very well bring down this rally… 
Just saying…
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Today’s market decline is caused by credit concerns at regional banks!!!
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There are reports that pension funds, endowments, and sovereign wealth funds have all invested heavily in private equity!!! IF there is trouble in PE land, expect these funds to sell equity, specifically Index, because they will have to take deeper cuts in PE.
Paradoxically, banking system and specifically big banks are well capitalized and have little exposure to the PE credit trouble!!!
So, where do we hide from the credit issues??? Banks, of course!!!! 
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