Blue Wave, Not A Sea Change: Why The Post-Election Selloff Looks Overdone
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AI capex concerns have pushed the S&P 500 to the brink of a drawdown. But the cycle remains strong, drawdowns rarely last long, and Tech valuations had already compressed. And while Democratic governors now oversee about 80% of the data-center pipeline, a blue governor alone is not necessarily a build-out moratorium.
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