$BTC $BTW $ETH 🌊“The blue wave” is here! Democrats sweep both chambers of Congress, sending global markets plunging before they rebound😱 European stock futures fell as much as 1.5%, S&P futures dropped 1.2%, and the Nikkei sank more than 3% intraday. AI-linked stocks including SoftBank, Advantest, and Kioxia were hit by a wave of selling; U.S. Treasuries strengthened and gold rebounded📈
The bullseye turned out to be AI data centers🏗️ A group of newly elected Democrats have questioned the expansion of data centers, while Georgia, Texas, and Michigan have also proposed “pausing new construction.” A basket of AI beneficiary stocks had already fallen 11% last month. But the panic didn’t last: Trump accepted the results, and the president still has veto power. Democrats can “block” things, but it’s harder for them to “push” them through, so markets reckon the impact is being overestimated. European stocks clawed back two-thirds of their losses, while South Korean stocks even turned positive🤔 Are you siding with AI or regulation this time? #GlobalMarkets #AI数据中心 #美国中期选举：市场有哪些期待？ #美国10月非农出炉：降息还有戏吗？ #Circle第三季度营收8.65亿美元
The bullseye turned out to be AI data centers🏗️ A group of newly elected Democrats have questioned the expansion of data centers, while Georgia, Texas, and Michigan have also proposed “pausing new construction.” A basket of AI beneficiary stocks had already fallen 11% last month. But the panic didn’t last: Trump accepted the results, and the president still has veto power. Democrats can “block” things, but it’s harder for them to “push” them through, so markets reckon the impact is being overestimated. European stocks clawed back two-thirds of their losses, while South Korean stocks even turned positive🤔 Are you siding with AI or regulation this time? #GlobalMarkets #AI数据中心 #美国中期选举：市场有哪些期待？ #美国10月非农出炉：降息还有戏吗？ #Circle第三季度营收8.65亿美元
