People are looking for "cracks in the wall" when it comes to the tech trade, says Dave Nicholson. He believes investors are in a "show me the money" phase but remains positive on ROI outlook. However, he warns of "canaries in the coal mine" to watch. Nitin Sacheti adds to concerns around the AI trade from a valuation perspective but agrees with Dave when it comes to ROI potential. He explains how copper and the energy trade offer opportunities for investors.