there’s a reality where trump doesn’t bail the markets out this time he has excuses to point blame at now: >midterms & dems sweeping >warsh raising rates till eoy >hyperscalers diluting shares it feels more unlikely that he pushes hard now and stakes further reputation to focus on markets while knowing more hikes coming until 2027 + iran will extend beyond midterms if they start cutting rates next year he could actually sustain a rally into the end of his term demand for ai will still grow…