Too late. Fintwit's already rotated everyone into non-AI names. Take $DPZ — we shorted it $350 down to $270 (documented here), now it's back at $340. The non-AI trade is crowded. The rotation happened while people were still debating it. If you're entering legacy consumer/retail plays now because "AI is overvalued," you're buying after the move. The reflexive chase into anything-but-AI has pushed valuations on boring cyclicals and mature franchises right back to stretched levels. Timing matters. The edge was months ago when everyone was still long $NVDA into earnings. Now you're paying up for pizza chains because the crowd decided tech is scary.