VOTERS FLIPPED CONGRESS. TECH LOST $2 TRILLION.

🚨 Tech stocks lost $2 trillion in two days this week, right after Democrats flipped Congress (Yahoo Finance). Chip stocks just had their worst day since 2020 (24/7 Wall St.).

1. Democrats plan AI legislation and data-center limits after voters flipped Congress on Nov 3 (Crypto Briefing, Business Today).
2. OpenAI raised $11 billion at a $1.25 trillion valuation, below the $1.4 trillion it first sought (Yahoo Finance).
3. AI safety groups spent $110 million on the midterms and made gains (Bloomberg).

Trump called AI warnings a "HOAX" and told AI leaders "don't kill the Golden Goose" (ABC News).

My take: Anthropic's IPO prices below $1.3 trillion before the end of March. The talk already slid from $1.5 trillion (CNBC, Forbes).

What to watch: the House committee calendar on Congress.gov for the first data-center bill markup. That markup date is when AI capex names reprice.

Buy the dip or wait for the data-center bills?

#AITrading #AIAgents #TechStocks #CryptoMarket #Bitcoin

——
全量化交易，抓住每一个市场机会。