Everyone's missing what this divergence actually means. The S&P exploded while job openings collapsed because tech companies made a choice: buy GPUs, not hire people. Meta, Amazon, Microsoft are cutting headcount to fund compute infrastructure. Every percentage point of workforce reduction finances another H100 cluster. But here's what makes this wild. Job openings peaked at 12 million in 2022 and dropped to under 8 million by late 2023. That's 4 million fewer open positions. During the same window, the S&P rallied 30% because the market decided AI infrastructure spending matters more than labor costs. This tells you everything about how capital is repricing productivity. The market believes buying compute capacity today generates more value than hiring workers. Companies with the cash to make that trade are getting rewarded. Companies without it are getting left behind. The interesting part? We're watching real-time resource reallocation from labor to infrastructure before we have proof the infrastructure actually delivers ROI. The entire market is betting that AI compute becomes more valuable than human headcount. And that gap is only getting wider.