The Globe and Mail reports in its Saturday edition that artificial intelligence stocks were in a frenzy last year. The Globe's Tim Shufelt writes that retail investors scrambled for AI names, boasting quick returns, while professionals cautioned about a bubble. Ultimately, it all collapsed amid tariffs and chaos. Get ready for round two. The AI trade is heating up again as Big Tech booms. While financial markets briefly turned against AI, the industry has never slowed down, with adoption speeding up rapidly. For example, ChatGPT reached 100 million users in just two months, compared with YouTube's four years, Twitter's five years and Netflix's decade. Morgan Stanley estimates that AI technologies will have penetrated half of American households within three years. Amazon chief Andy Jassy said a couple of months ago, "Increasingly, you'll see AI change the norms in coding, search, shopping, personal assistants, primary care, cancer and drug research, biology, robotics, space, financial services, neighborhood networks -- everything." In the realm of Big Tech, there is an undeniable energy and excitement that is rekindling investor enthusiasm. The pace is exhilarating. Investors are eager to dive back in.