The Role of Dope in the Earnings Recession

The AI craze is a theme. Not necessarily a trading catalyst, okay? It's looked like a trading catalyst over the last couple months and maybe year to date because of what's happened in the enthusiasm that people have bought it with. One of them is going to end up being wrong. And I think at least in the short term, or let's say over the next 12 months, they're still well below their 2022 all time highs. But how can both of those things be true, right? Like how can you have a stagflationary earnings recession, but the things that have powered and have gotten really narrow, you know, in the major indices, how can they continue to