The current macro environment is way more complex than 2022 without AI. You can't just focus on whether the Fed will raise rates or not, and definitely don't go against the AI-driven industrial chain (shorting it). When an investment-driven industry can deliver high growth, the performance boost in the AI industrial chain will far outweigh the impact of interest rate changes. This kind of prosperity spills over, pushing up U.S. GDP as well. The stock market won't crash just because of one or two rate hikes; it might even see a bull market during the rate hike cycle.