5 things that could break the tech growth thesis:

1. AI bubble burst if ROI disappoints
2. Power grid cannot keep pace (most likely)
3. US-China chip war escalation
4. Regulatory backlash against AI/data
5. Sustained high interest rates

I assessed probability for each. Number 2 is already happening in Northern Virginia, Dublin, and Singapore.

Full counter-argument analysis:
https://resistancezero.com/geopolitics-2.html

#AIBubble #TechInvestment #Geopolitics #SemiconductorWar #EnergyConstraints #RiskAnalysis

US Expands Export Restrictions on Chinese Technology Firms, Escalating Tech War.
Watch full report:
https://www.youtube.com/shorts/Ift2_tJkNPY

#USChinaTechWar #ExportRestrictions #HuaweiBan #TechSanctions #USChinaTrade #SemiconductorWar #EntityList #DJIBan #YMTC