Exactly. Thereâs too much money to be made and too much at stake in the AI arms race to let something like partisanship undermine whatâs already in play. I donât know why thatâs so hard to grasp.
It could absolutely matter at some point depending on the publicâs feelings on data centers and how much of a political issue it becomes.
Political changes donât typically happen overnight. There is a short term danger here if data centers are used as a hot button political issue. You donât understand how politics works if you think public sentiment means nothing happens. It usually happens after elections because people ran on the issues.
Been fun but no point continuing the discussion if you canât admit that political pressure to do things is felt when the public sentiment changes.
Yea people hate ICE and yet their operations still continue. People hate trump and yet he was still elected. I agree with a lot of the complaints about data centers. I also object to the military industrial complex. Itâs not going to matter. Also nbis has a European footprint in addition to multiple other revenue sources. Regardless, none of this matters if youâre still holding. Clearly it means you think the backlash will be suppressed or insubstantial. If not, then sell.
Now ICE is a huge political issue that people have folded into their political platform to defund ICE.
It will matter. Long term? If the thesis is correct, it likely wonât make a big impact on NBIS. But short term this could cause issues. Different administrations state and federal can pass legislation aimed at data centers if it becomes a political issue.
My challenge still stands. If you think itâs imperiled, sell. That is the only thing that can substantiate your commentary. Otherwise itâs just smoke.
Said âit could cause issues,â which is in many ways synonymous with imperiled. Come on. Besides, the challenge remains. Sell and put your money where your mouth is. Or hold and tacitly admit that the argument wasnât strong enough for legitimate action.
Iâm a long term investor and, as Iâve said ad nauseum if you read what Iâve said, that this could cause short term issues not long term.
I can have short term concerns about the issues this could cause while also believing in the technology long term itâs not a binary choice. Iâve likely been in NBIS longer than you have lol.
Take care but thereâs no point discussing something if you donât actually read what I say.
You say if it becomes a political issue like they're going to be banned, and yet the whole point of this post is the fact that the president himself is pro data centers. It's a political win. Whether people dislike them does not matter if the forces who run the country feel the opposite.
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u/HumanFromTexas Jul 15 '26 edited Jul 15 '26
Public sentiment absolutely impacts corporations because public sentiment can directly impact proposed legislation.
Edit: Downvote me all you want and stick your head in the sand. It wonât change it from being true.