The VRT consensus forming around this ban is right about the *moat*—it's wrong about the *duration* and the *financial benefit*. Yes, removing Chinese power inverters and robots structurally reduces pricing pressure on domestic suppliers like GE and Vicor. But here's the risk nobody's pricing in: procurement cycles for industrial automation stretch 12-24 months, and customers don't retrofit overnight. More critically, look at the debt picture. GE carries $0 D/E (per CSV: GE | Ind | ...

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