The AI growth story remain intact but the other sectors of the economy need to catch up, says Garrett Melson. He points to corners of Wall Street he says have not seen as much growth as he expects. On the health of the consumer, he sees new headwinds from inflation and the job market creating new downside risks. Garrett brings the discussion full circle to AI and explains why he doesn't see CapEx slowing down and why it doesn't need to.