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Trump's December 1st deadline is forcing a $2.7 trillion AI infrastructure race.

Microsoft admits Azure shortages through 2026. China gains ground while America scrambles.

We've identified 8 investment plays positioned to benefit from federal intervention—but political risk could destroy half of them.

This isn't just about tech stocks. Energy politics and state regulations are creating massive winners and losers.
AI Infrastructure Analysis
See The 8 Plays →

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