RT apewood (@apewoodx)even if monetary were flat i still think htf trend is up. a shift hawkish because inflation moves out of control would be negative.the bigger signal i think will be read through that the ai capex bubble is slowing (ie some signal in price that the market no longer gives it credence). but to me the sora launch and major lab focus on content and video is another major tailwind to this macro tailwind, the gpus will melt ...