Ep 213 of Facts vs Feelings is live 🔥 @sonusvarghese and I sat down with Blake Anderson and @gilbert3142 on our team after one of the wildest weeks of the year. 📉 Nvidia fell nearly 10% on reports linking Jensen Huang to an alleged Chinese spy. Hearings look likely, with earnings on the 17th and Huang invited to testify on the 18th. Chip demand shifts toward other semis, similar to Dell's run while Supermicro struggled. 🗳️ Barry called the midterms a blue wave driven by voters' focus on prices. In the six months after a midterm, the S&P 500 has been higher 19 for 19, up 14.1% on average. 🔌 Data center restrictions passed in 44 of 45 ballot measures. Power is the biggest limiter for AI builders, and higher costs plus longer timelines could cut equity returns from about 15% to near 5%. 🏦 Waller said he'd back a 50 bp hike if core CPI topped 0.3%, and it came in at exactly 0.3%. Real yields have held up better than nominal yields, which points to a bond market expecting continued growth and a tighter Fed. 🤖 After a 4.4% drop in the S&P 500, a 12%+ drop in the SOX, and a sharp bounce off the 200-day, Blake and Barry explain how they manage AI risk through diversification, watching for rotation, and respecting the cost of falling behind. Watch the full episode 👇