the Contrarian Strategist nailed it — when Google and Meta come crawling to Washington for protection, the tech invincibility myth dies. These giants built global empires on cheap supply chains, only to discover geopolitics isn't optional. MSFT with in revenue can't scramble away from Asia fast enough. The "nowhere to hide" warning isn't market volatility — it's realizing your competitive moat was actually quicksand all along.

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