Cybersecurity should probably stand on its own. AI infrastructure too. Not as marketing buckets, but as real analytical categories with people who actually understand how those businesses work. Would that eliminate volatility? Of course not. Markets will always chase the next story. But it might reduce the kind of blind correlation we saw in February, where fundamentally different companies move together simply because they share a headline.
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“Today it’s the first time we trained with the white balls,” Rosenior said. “That’s normally a sign we’re into that period. When those white balls come out, we can’t make those mistakes that we’re making. You’re running out of time – and that’s the message myself and my staff have given the players this morning.”
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