To The Moon

In the cacophony of Wall Street’s daily drama, yesterday’s CPI release on September 11, 2025, played like a maestro’s baton—subtle, unassuming, yet orchestrating a crescendo that propelled the Nasdaq Composite to a dizzying 22,043.07, its latest record high, while the Dow Jones Industrial Average shattered the 46,000 barrier for the first time in history.   At 2.9% year-over-year inflation for August—precisely in line with economist forecasts—the data didn’t scream; it whispered. No fireworks, no shocks, just a steady pulse that markets interpreted as permission to dream bigger. But here’s the twist that sets this moment apart from the rote rallies of yesteryear: this isn’t your grandfather’s bull market fueled by cheap money alone. No, in 2025, CPI’s equilibrium is the silent enabler of a quantum symphony, where artificial intelligence meets quantum computing in a duet that could redefine prosperity itself.

Picture this: while pundits fixate on the Federal Reserve’s near-certain 25-basis-point rate cut at its September 16-17 meeting—now priced in at over 95% probability by futures markets—the real magic unfolds in the subatomic realm.  Lower borrowing costs aren’t just greasing the wheels for consumer spending or corporate buybacks; they’re unlocking the vaults for quantum R&D. Think about it: Google’s Quantum AI lab just announced a breakthrough in error-corrected qubits last month, slashing computational timelines from years to hours for drug discovery and climate modeling. With rates dipping toward 3.4% by mid-2026, venture capital floods into startups like IonQ and Rigetti, whose stocks have quietly doubled year-to-date amid the Nasdaq’s tech-heavy surge. This isn’t incremental innovation; it’s exponential. Traditional bull markets chug on earnings multiples; this one harmonizes on qubits, where solving unsolvable problems—like optimizing global supply chains in real-time—becomes the new GDP booster.

What makes this view refreshingly audacious? We’ve been conditioned to see inflation data as a binary battle: hot or cold, hawkish or dovish. But in an era where AI agents are already drafting patents and quantum simulations are forecasting market volatility with eerie precision, CPI’s “no surprises” vibe is the ultimate aphrodisiac for risk-takers. It’s not about dodging recession; it’s about engineering abundance. The Dow’s blue-chip behemoths, from Boeing to Goldman Sachs, aren’t just riding the wave—they’re retrofitting for it. Boeing’s quantum-optimized aerodynamics could cut fuel costs by 20%, while Goldman deploys quantum algorithms to price derivatives faster than light. Meanwhile, the Nasdaq’s darlings—Nvidia, up 150% this year on AI chip demand—aren’t isolated stars; they’re the constellation guiding a broader exodus from classical computing’s limits.

Skeptics will counter: What about the tariffs? Trump’s re-election buzz has apparel prices ticking up 5% in the CPI basket, a subtle tariff tax that could nudge core inflation toward 3.2% if escalated.  Fair point. Yet, here’s the counter-melody: quantum tech thrives on disruption. Simulations of trade wars or geopolitical shocks? Quantum computers chew through Monte Carlo scenarios in minutes, arming hedge funds with god-like foresight. JPMorgan’s quants are already piloting such tools, potentially averting the 2022-style flash crashes that wiped out trillions. In this light, even headwinds become harmonics—pushing innovation to fortify the bull.

As we stand on September 12, 2025, with mortgage rates plunging to 6.35% and bond yields yielding to equity euphoria,  the question isn’t whether rate cuts ignite a new bull—it’s how profoundly they’ll amplify the quantum chorus. By 2027, I predict, the Nasdaq won’t just hit 25,000; it’ll quantum-leap to 30,000, propelled by a $1 trillion quantum economy. Investors, tune your portfolios not to the Fed’s dot plot, but to the hum of entangled particles. The symphony has begun—will you conduct, or merely applaud?