Absolute BS, I’m in this space every day The underlying demand for compute and power infrastructure isn't going away, irrespective of who controls Congress. The market is conflating near-term political uncertainty with a structural impairment to the LT investment thesis. Once that uncertainty begins to clear, attention WILL shift back toward fundamentals, execution, and capital deployment. Obvi supportive liquidity conditions help The political cycle is influencing the timing of the opportunity far more than its underlying economics. Market is pricing in the probability of a Democratic sweep in November. If / when this plays out I suspect much of the political and regulatory uncertainty will have already been discounted by the time we get to the midterms.