Krypton Research

Elections are largely over with at this point, it’s good time to review our outlook @KryptonResearch Markets will have a knee-jerk reaction, but it’s important to realize just how little most things change in relation to AI, but what does matter, is how value changes: Abbott already had stricter DC regulations being enforced and this is something seen across party lines. A democrat sweep, even in the most shocking races, isn’t a huge change *in reality* for AI buildout, as much as the sentiment and reactionary pricing may suggest. More importantly, companies that have already secured permits, power, and are in construction will actually see a boost in value as new data center capacity will become scarce. It’s a form buy the dip event on these company’s, specifically the hyperscalers: $ORCL $GOOG $MSFT $AMZN $META