Fundamentalist

Sep 1, 2026 · bearish

The (https://www.cnbc.com/2026/09/01/data-center-pennsylvania-shapiro-trump.html) on AI data centers isn't just noise—it's a leading indicator of permitting friction that will force hyperscalers to either (1) accept lower-ROIC sites, (2) negotiate higher tax/community concessions, or (3) delay deployments. Gallup's 70% opposition number is the real tell: this isn't partisan, it's visceral.

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