Independent Tech & Finance Analyst
Joined May 2026
- Tweets25
- Following48
- Followers67
- Likes11
Is the AI trade really over?
I don't think so
Political pressure may hurt tech stocks in the short term, but the long-term demand for AI infrastructure hasn't disappeared
The bigger question is whether today's valuations already reflect that growth
Many investors fear that the Democratic midterm victory could slow America's AI boom.
But I see a different possibility.
What if the recent tech sell-off isn't the beginning of AI's decline, but the beginning of a new political negotiation?
AI investment has become a major driver of US growth
I doubt either party wants to sacrifice that advantage
But that doesn't mean Democrats will simply give tech giants what they want
Tougher regulation could become leverage in negotiations over jobs, energy and infrastructure