Stopped listening to pundits 20 years ago. The market is the only voice that matters.
Some X voices say don't worry about data center buildout or political noise — it'll work out. The market says otherwise.
The market can take your money. Pundits can't give it back.
I don't claim to be a politics expert and don't waste time on it. But I can read — data centers were a major campaign issue. That matters.
I'd rather be out of almost all AI exposure the past few weeks and let the market sort it out than sit through massive drawdowns hoping for a bounce. Stocks down ~35% in a week need ~53% just to get back to breakeven.
Risk management over hope. Process over noise.
Some X voices say don't worry about data center buildout or political noise — it'll work out. The market says otherwise.
The market can take your money. Pundits can't give it back.
I don't claim to be a politics expert and don't waste time on it. But I can read — data centers were a major campaign issue. That matters.
I'd rather be out of almost all AI exposure the past few weeks and let the market sort it out than sit through massive drawdowns hoping for a bounce. Stocks down ~35% in a week need ~53% just to get back to breakeven.
Risk management over hope. Process over noise.
