I think we're saying the same thing with different words. I'm saying that tech equity is deflationary. You're saying the price of tech equity is going down. Tho

I think we're saying the same thing with different words. I'm saying that tech equity is deflationary. You're saying the price of tech equity is going down. Those are equivalent statements. The reasoning isn't that relevant. What is "macro economic outlook" other than an expectation about the future price?