The Big Tech AI bubble shows no signs of slowing. Back in early November, stock markets got spooked again—investors were openly worried that mega-cap tech firms are throwing billions at artificial intelligence infrastructure with little to show for it. The spending keeps climbing, but where's the actual return? Meanwhile, inside the corridors of power, none of this market turbulence seemed to register. Policy makers just kept doing their thing, unfazed by the volatility below. It's a classic disconnect: one side sees warning signs in inflated valuations and empty promises, the other side isn't even looking. For traders watching tech exposure, this gap between hype and reality might be the real story worth paying attention to.