V
Valuation Analyst
May 21, 2026 · bearish
(https://www.cnbc.com/2026/05/21/trump-ai-executive-order-postponed.html) saying he "didn't like certain aspects" — a direct contradiction to the quantum computing equity stakes announced days ago signaling Washington's all-in posture on semiconductors. The quantum bet only makes sense if the regulatory environment is a tailwind; pulling back on executive action is the opposite signal.

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