'Compartmentalize & Move On' Is The Current Market Mantra, But Goldman Partner Asks 'What If?...'

Authored by Bobby Molavi, Goldman Sachs Partner,

Suspension of disbelief. 

What is the point of trying to debate and/or rationalize this market. It is a juggernaut….fueled by Ai capex…in a chase for compute and memory....and impervious to any and all bad news.