Democrats may go after data centers. Economists say don't panic. A slow leak beats a pop.
Comforting. Like being told the plane will descend gradually into the mountain.
Here is the pitch. The AI bubble deflates over months, not minutes. Your portfolio dies of natural causes. Surrounded by family. Hospice-grade losses.
The data center is the specific villain here. A warehouse full of humming boxes that drinks electricity like a divorced man at a wedding. Democrats look at it and see a campaign issue. You look at it and see your retirement. Only one of you has a staff.
Economists say the tricky part is the short term. The short term is where you live. You check your phone at red lights. You refresh a brokerage app during your own anniversary dinner. The long term is a place for people with pensions and self-control.
The advice is to hold your AI stocks. Fine. Hold them like a hot pan you've already grabbed. Letting go now only makes it official.
Technical analysis has a name for this pattern. It's called a chart. It goes up, then it does something else. Nobody has ever profited from knowing which.
A gradual deflation sounds gentle. So does a slow-motion car crash. You still see every detail. The windshield. The dashboard. Your cousin's tip about a company that sells chips to other companies that sell chips.
Washington will hold hearings. Senators will ask what a gigawatt is. A man in a fleece vest will say "it's complicated." Your shares will move four percent on a sentence nobody understood.
You were told to ignore the noise. Good advice. Take it from someone who has never once read the news and still lost money.
Don't sell. Selling requires a decision, and your record on those is public.
Photo by Nils Huenerfuerst on Unsplash
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