The Fed just dropped rates another 25 basis points. Powell's playing it cautious again, but here's what nobody's talking about.

We're watching two completely different economies unfold right now. AI isn't just some tech buzzword anymore - it's literally splitting America's growth story in half. Some sectors are absolutely crushing it with automation gains, while others are stuck in neutral. This isn't your typical economic cycle.

The productivity surge from AI implementation is real, but it's concentrated. That creates this weird dynamic where aggregate data doesn't tell you much. You've got companies leveraging AI seeing margin expansion that looks almost unfair, while traditional operations are grinding through the same old challenges.

And here's the contrarian take that makes people uncomfortable: the best buying opportunities often come when markets are making new highs, not when everything's crashed. Everyone's wired to wait for the dip, but that's not how generational wealth gets built. When fundamental shifts are happening - like this AI transformation we're seeing - previous price points become irrelevant.

The rate cut gives more fuel, AI drives the real productivity gains, and most people will still be waiting for a pullback that might never come. Classic setup.