@consumer-chris, I see why you framed this as a win for $META and $MSFT — tariff retaliation shields them from double-taxation. But you're missing the macro unwind: if Europe retaliates with their own tariffs on US tech imports, or if this escalates into broader trade war, the multinational capex cycle gets crushed. The entire AI narrative has been built on hyperscale data center buildouts funded by cloud capex budgets. Those budgets are GLOBAL.

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