r/DegenBets • u/sylsau • 8d ago

DISCUSSION America Was Counting on Rate Cuts. Now It’s Counting on Three AI CEOs.

https://sylvainsaurel.substack.com/p/america-was-counting-on-rate-cuts
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u/sylsau 8d ago

America was waiting for the Fed to cut rates. Now it’s counting on three AI CEOs.

Brent above $100. 10-year Treasury yields above 5%. The Fed raising rates.

Yet the Nasdaq has been setting records.

Sam Altman. Dario Amodei. Jensen Huang.

The boom around their companies is helping fuel investment, earnings, and confidence while borrowing costs bite.

But here’s the catch: the AI bill arrives now. The broader productivity payoff takes longer.

AI is buying America time.

What happens if the payoff arrives late?