Traditional finance keeps beating the drum about stock valuations hitting the ceiling. But over in tech hubs, founders and engineers are making noise about a different playbook—squeezing out bigger returns while trimming headcount through automation and AI efficiency.

Here's the thing: betting against the technologists feels like a losing game. Sure, Wall Street has spreadsheets and decades of valuation models. But Silicon Valley is operating from a different playbook. They're not just talking about profit margins; they're actually building the tools that make labor less relevant. Productivity gains, operational scaling, margin expansion through smart automation.

When economists are parsing historical data, the builders are already shipping the future. The risk-reward for riding that wave seems better than waiting for the next correction that the bears keep predicting.