Luke Lloyd shares his take on the market, citing the AI theme as a key driver of growth. He believes the market is due for a rotation away from big tech names like Microsoft (MSFT) and Nvidia (NVDA) and into smaller, more unloved areas such as manufacturing, healthcare, and AI implementation stocks. Lloyd mentions companies like DOW, CONE, and ACN as potential beneficiaries of this trend. He's also bullish on the crypto space, particularly in stablecoins and web3 infrastructure plays like Circle, but advises caution on directly owning Bitcoin until it corrects lower.