Long term follower of @chigrl. Cannot emphasize enough how good her substack content it. Her most recent article is excellent & basically highlights the trade implication is not “short Nasdaq now" .....a better setup is to be early in the beneficiaries of the cost cascade—industrial gases, energy, copper, electrical steel, uranium, silver, tin, and specialty materials—while waiting for a later, more catalyst-rich short setup in fragile AI ROI names. That's my kind of trade. Highly recommend the follow, the sub and the read. 🫡(CryptoCondom)