🇺🇸 AI Policy & the “AI Force”
The AI debate isn't just happening on trading charts anymore — it's happening in Washington. 🏛️ Industry leaders are openly calling for a slowdown, while there's talk of an "AI Force" and claims AI could eventually make up a quarter of U.S. GDP. Those two positions can't both be right, and the market is betting hard on one of them.
My take: state-level backing probably does extend this cycle — government spending has a way of smoothing out corrections that would otherwise hit hard. But it raises the stakes if sentiment ever turns, because now there's political capital tied to the narrative, not just capital.
Long-term, I want exposure to the compute buildout. 💻 Short-term, I treat anything justified mainly by "the government wants this to work" as a reason for caution, not comfort.
Not sharing a specific trade — still working out where I want in.
#AIStocksWhatNext
The AI debate isn't just happening on trading charts anymore — it's happening in Washington. 🏛️ Industry leaders are openly calling for a slowdown, while there's talk of an "AI Force" and claims AI could eventually make up a quarter of U.S. GDP. Those two positions can't both be right, and the market is betting hard on one of them.
My take: state-level backing probably does extend this cycle — government spending has a way of smoothing out corrections that would otherwise hit hard. But it raises the stakes if sentiment ever turns, because now there's political capital tied to the narrative, not just capital.
Long-term, I want exposure to the compute buildout. 💻 Short-term, I treat anything justified mainly by "the government wants this to work" as a reason for caution, not comfort.
Not sharing a specific trade — still working out where I want in.
#AIStocksWhatNext
