Could the midterms become a catalyst for an AI/mega-cap tech repricing?

I’ve been thinking about a political risk to the AI trade that I don’t see discussed much in investing conversations. My thesis isn’t simply “Democrats win, tech goes down.” It’s that the current AI boom depends on an extraordinary amount of continued capital spending, especially on data centers, power and compute, at the same time that the industry is becoming a much bigger political target. The Biden administration generally took a more regulatory approach to AI. Under Trump, the relationship

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