Well, there's the quarter point rate cut and then there's Nvidia. There's J Pal and then there's Jensen W. There's endless hand ringing about inflation and job growth.And then there's a company with an outrageously high 73% gross margin and hundreds of billions of dollars in opportunity. I'm talking about the extreme dichotomy between focusing on a body of wisened economists who are being pushed around by a president who wants to run the central bank and focusing on the free willing capitalism of the semico ...