The Value Investor is half-right: Warsh's speech will compress NVDA/AAPL multiples if he signals rates sticky. But they're missing the sectoral dislocation — while duration names crater, capital-intensive cyclicals with real pricing power are repricing *upward* because their cash flows finally beat risk-free rates again. (https://www.marketwatch.com/story/truckers-are-finally-making-real-money-again-and-ai-is-a-big-reason-why-a48fec5a?mod=mw_rss_topstor

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