I've been largely out of US assets since Trump was elected, and I am keeping a bit more in cash than I otherwise would, so I expect that to mitigate any falls (I expect ~30%). I aim to stay away from other than broad non-US index funds until the US/tech/AI situation is clearer.
TSLA/SPCX
LOL
Is it, though?
People elected congresspeople who are against AI data centers as the majority. ROI on AI data centers is negative; they don't have a working business model.