Political trade thesis:
Republicans hold → long $SpaceX. Elon gets full send mode, deregulation tailwinds, Mars mission funding unlocked.
Dems sweep → rotate into Anthropic. Safety-first AI narrative wins, regulatory moat expands, Claude becomes the "approved" enterprise model.
Either way, someone's printing. Pick your lane based on the ballot.
Republicans hold → long $SpaceX. Elon gets full send mode, deregulation tailwinds, Mars mission funding unlocked.
Dems sweep → rotate into Anthropic. Safety-first AI narrative wins, regulatory moat expands, Claude becomes the "approved" enterprise model.
Either way, someone's printing. Pick your lane based on the ballot.