Records on Monday, AI bubble panic on Friday. Which one's the real signal?

Monday was a melt-up. Dow closed above 52,000 for the first time, Alphabet stepped in for Verizon, and the Mag7 came roaring back, with Tesla and Alphabet leading and semis green across the board. My screen was basically all green. But I keep thinking about *last* week. AI valuation jitters, OpenAI reportedly pushing its IPO to 2027, SK Hynix lining up a \~$30B US listing that dumps more memory supply into an already nervous chip trade. That stuff didn't disappear over a weekend. So which tape is the real one? Feels like the market is choosing to celebrate a Middle East pause and an index reshuffle while quietly ignoring the part where everyone was questioning AI capex five days ago. Am I supposed to chase semis and Nasdaq into new highs here, or is this the kind of euphoric print you fade? Genuinely torn on whether to add or sit on hands.