everyone is treating this resolution like it stops the bleeding. it does not. the capital is already committed to the data centers. the GPUs are ordered. the debt is booked. reps waving paper threats at trillion dollar balance sheets is theater. it changes nothing about the physics of energy consumption or the liquidity of the market. if they collapse, the systemic contagion is already baked into the supply chain. tbh this is just a cynical play to look tough before an election cycle. the real risk is not the tech failing. it is the government deciding to step in anyway because the alternative is a harder landing for the whole index. build your exit strategy now.