My next guest says signals around what comes next are just as important as the policy rate. Sounds like our earlier discussion. Love Tony is founding managing partner at Plexo Capital and a CNBC contributor.It's good to have you here. >> Thanks for having me. >> Um, so the Fed some say needs to make sure that it doesn't further stoke an AI bubble here.Do you share those concerns. >> Well, what's interesting is if we look at the anticipation, it's already been priced in to see a drop of 25 basis points. And ...