The grid capacity of US vs China isn't fully priced into the AI trade There's still very much a narrative that the US will 'get it together' but it seems its too late Stocks likely hit a ceiling as energy hits a ceiling in the US since energy is the bottleneck for mag7
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The grid capacity of US vs China isn't fully priced into the AI trade There's still very much a narrative that the US will 'get it together' but it seems its too late Stocks likely hit a ceiling as energy hits a ceiling in the US since energy is the bottleneck for mag7