Ahmed Riesgo calls the latest rotation out of A.I. stocks "heathy" and poses many questions for the tech narrative in 2026. One narrative is the potential divide Nvidia (NVDA) and Alphabet (GOOGL) can create. Ahmed believes the FOMC will wait to cut interest rates until March as there's no signals of substantial market weakness. As for crypto, he tells investors to watch Bitcoin's $90,000 level as it serves for an important for Bitcoin miners.