GOP
Unusual Whales Subversive Republican Trading ETF
Mentions (24Hr)
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Reddit Posts
Democratic Lawmaker And GOP Trump Advisor Urge Bipartisan Cooperation To Federally Legalize Marijuana
Trump Media Stock Crashes to $4.49 After GOP Midterm Defeat, Now 94% Below Its 2024 Peak
The midterm blue wave is bullish in the intermediate term, IMHO. I've got $4,000,000 in SPXL riding on it.
From “pray the gay away” to Inflate the debt away, GOP has come a long way 🤡
US economy is so bad it’s got GOP mouthpieces pushing veganism.
Trump Promises $5,000 Payment to US Adults if GOP Wins Midterms.
Marijuana Is A 'Gateway Drug,' GOP Congressional Majority Leader Says As Trump Moves To Ease Federal Restrictions
President Bush wanted to partially privatize Social Security in 2005 and allow for investments in the Stock Market. What would those accounts be worth today?
GOP Candidate says you have to Skip Starbucks to save Money on Gas
Musk funds GOP midterms after SpaceX contract. Coincidence? | Opinion
The Democrat focused fund DEMZ was featured in the New York Times on Friday
Mentions
Said government shutdown happened on purpose because Donny dipshit and the GOP were holding the American people hostage to pass medical insurance cuts.
They had two Republicans on the ballot. They had the incumbent Sullivan and another Republican Gerald Heikes. Last I checked, Heikes had taken more votes from the incumbent Sullivan than the independent new comer - the other Sullivan. If the GOP is stupid enough to put up another Republican candidate who would cannibalize votes from their main candidate, that’s their problem.
This clown just blew up the GOP for years to come. Ain’t nobody listening to him any more. Trump is just an old man yelling at clouds now.
You know he is impulsive (and lacks forward thinking) when you realize that with that post, he can no longer claim any wins for the GOP for 2 years. That or he knows the ship is about to sink.
All of a sudden? The GOP have been against government regulation of pretty much every industry ever.
Anyone that says AI doesn’t need regulation is a fucking moron All of a sudden, the entire GOP is acting like regulation is a horrible thing. These billionaires can get fucked.
Kick'em while their down comes to mind. Dems got that destroy billionaires/GOP mentally to sell to their constituents might as well start now and get this balling rolling. Cause getting rid of all the billionaires will do wonders for the economy. And when the economy is still shitting it will be Trumps/GOP fault until the end to time.
So the ploy was to shake up his private family life and damage his character, personal brand, and public influence? If it’s a GOP ploy I’d believe it given how well their last ploy worked in mid terms.
He has said similar things about every woman he's forced out of their position. If you've ever worked for any large organization you've seen that the public face is always bland and at best incomplete. She's been demoted back to election planning. She has no power beyond coercing donors and Trump already has people for that. The assignment of Miller as her replacement locks in that the GOP will lose badly in 2028 again. I'm surprised after everything we've seen these past ten years you are still this generous giving Trump the benefit of a doubt. Ok, for a stock sub I've gone way too deep into the weeds on politics. Folks are welcome to believe Trump's shakeup will benefit our portfolios but going by my personal lived and political experiences I'm at best highly skeptical. I can exactly see him throwing a temper tantrum and vetoing any pro-cannabis legislation just to fuck with people.
As food continues to be more and more unaffordable we risk having a Roman Republic like collapse. Even the Roman’s knew if you want to keep the poors in check you keep them fed. I don’t think it’s just oil but the price of beef alone probably killed the GOP. Americans love their cattle
The exception to this is very specific though. When a GOP President in his second term loses the midterms, the market goes down for some time. There are only 2 instances of this before 2026 though.
> I am glad to see the prohibitions GOP out of office. It’s the first time I’ve breathed easy here since the mid 1990s. If I seem too optimistic it probably actually is some of my euphoria coming through.
When will people learn that politicians will say anything to get elected? Democrats want data centers just as badly as the GOP establishment. How else are they going to store massive amounts of data provided by these flock cameras? There’s a bipartisan bill in the Senate that will fast track data center buildouts by reducing/removing certain environmental protections on sites. Who were the sponsors? 1 Republican and 2 Democrats. I thought Democrats were the champions of environmental protection? Bwahahahaha
Miller says GOP more popular than ever
This is a bit optimistic about the reasons for the outcome of the elections, but it will be the only way Texas sees any form of legalization. I am glad to see the prohibitions GOP out of office.
The order to begin the process from Biden was October 6 2022. Do you think they were expecting to lose the house and senate after that? You don't think that there would be a major difference from that point if the GOP didn't take both? That's just silly. Fact is, things would be much better now for the industry if the GOP never took control then. Fact is things would be much better now if the GOP hadn't won a single election for the past 40 years.
you can't though... you cant really say the credit will be reintroduced but not for tesla. can you imagine if the GOP had introduced a fed tax credit that applies to all of something except for the most popular one owned by a liberal?
Wym? Primaries for 2028 officially start the day after midterms. He needs to go all out immediately following this blowout loss to show Americans the GOP is still capable of delivering
How do you plan around the increase in server traffic during certain GOP events?
Impeachment yes, but that doesn't amount to shit. I believe they need a supermajority in the Senate for removal, which will require GOP defectors.
They need to flip a number of GOP to get that done.
Some data centers will still be built sure but "Certainly state and local laws will have no effect." is just nonsense. State and local laws have been used to introduce fast growing data center bans and restrictions, so even if built they're much more expensive and puts even more financial pressure on hyperscalers and AI companies, just when debt gets more expensive. And technically impossible if for ex. climate conditions are sub-optimal. And it isn't a partisan thing, the opposition and restriction of data centers is bipartisan. Even very red states (or counties) like [Wyoming](https://www.newsfromthestates.com/article/prometheus-cancels-data-center-proposal-near-casper), [Indiana](https://www.ipm.org/news/2026-10-22/over-half-of-indiana-counties-now-restrict-data-centers) and[ rural counties in Ohio](https://www.toledoblade.com/local/politics/2026/11/04/data-centers-ohio-voters-reject-large/stories/20261104104) have introduced bans or tough restrictions on data centers, many passed by Republican oppositions or approves in ballot initiatives with margins above 70%. GOP governors and Dem governors are on the same side here restricting AI data centers that are increasingly unpopular with everyone, and politicians are under huge pressure to reject them, or they lose their offices and drag their party down with them. This is a big reason Abbott was defeated in Texas and his whole party was wiped out there for first time in many decades, even his later DC moratorium was too little too late, his pro-data center stance was unpopular and now Gov. Hinojosa will be under huge sustained pressure to halt any more data centers anywhere in the state. These ballot initiatives and restrictions have force of law and they absolutely are maing it much harder and blocking areas to build data centers. And shifting outside the US isn't a solution either, Google's disaster in Finland (where they illegally cut down hundreds of thousands of trees) is a P.R. nightmare and may lead to a record corporate fine of many billions, causing enough resentment to kick the AI data centers out of many countries. Not to mention challenges with data protection laws and bringing data across countries. Sure some will still be bought in some places but the new restrictions will clearly put a dent in pace of building and the build-out, and make it even more expensive.
They might, but if they do then it would be a mistake imo. They have good formula for electoral success right now. It would be a mistake to go back on it. Voters clearly don’t like being lied to, Trump and the GOP found out the hard way.
(D)? That just can't possibly be! Everyone knows it's only the GOP that are corrupt!?! At least that's what were constantly told
This is one of those moments when you realize how little Reddit (and honestly, markets) know about politics. 1. National Democrats aren’t actually that relevant to this conversation. New Congressperson X from State-District 001 doesn’t matter. We’re in divided government for 2 years, the Dem caucus would largely be okay with more regulation, but even if they could find a bill that is agreeable to our very broad coalition, Trump won’t sign it. Even if they had their way, the lack of tariffs would probably balance out somewhat increased regulation. 2. State governments went Democratic on Tuesday, kinda. Everyone is freaking out about the new Texas Gov. She’s not a fan of data centers. She’s also not been elected Queen. She’s gotta deal with a GOP State Senate, and, a State House full of Texas Democrats who have a huge diversity of viewpoints. To get a bill to her desk, a lot of things need to happen, a lot of which are going to revert to the status quo. This basic dynamic exists in every state, including those with Dem trifectas. 3. Speaking of Democratic diversity, you know what part of our coalition really likes data centers? Unions. Building things gets unions excited like 5 for 1 drink night. Are there environmental Dems that disagree with union Dems? Absolutely. Can they muster a majority against union Dems in enough states to really halt AI construction? I’m doubtful. To your point on Dems not wanting China to get the upper hand, I’d actually view that as the biggest bear-case. National Dems are going to sit in on a national security briefing from actual analysts and get scared shitless that we could lose our edge. But, national Dems aren’t in a real position to regulate data centers. State legislators don’t get those briefings. And they don’t understand foreign policy. They care what Fredrick says to them at the Kroger. So if they decide that the Suburban Moms for Environmental Equity matters more than the electricians union, enough of them might make a choice that hurts the economy. But, you’re not gonna have that happen everywhere. I bought more Nvidia today because the market doesn’t get how Democrats aren’t all AOC, especially where it matters in state government.
Threads like this are full copium. Data centers are unpopular. The Dems care about one thing most of all; a 2028 trifecta. Shutting down data center construction IS popular. It wins them political points across the base. It gives them a platform to show off how they can effectively govern and convince the voter base in 2028 that affordability is their primary objective. It's an easy transition for the argument: we shut down new data centers that were making your electricity more expensive. Sorry bagholders, no amount of "greasing the wheels" of politicians is going to change the fact that data center buildouts will at least slow. It won't be lost on democrats that the AI elite funded the GOP last election extensively _and_ they still won. Money in politics lost massively this week, and that matters. It is not a successful political platform for Dems to get elected on an anti data center platform and then suddenly decide they've just gotta do it for the economy. You're fooling yourself.
GOP just got steamrolled, they aren’t saving anyone or themselves.
Save it, these rubes think the GOP will save them from their bags.
Why does your app explode in popularity around GOP conventions?
This isn't true. Rescheduling did start under Biden. Then the GOP inexplicably took the house and senate.
Voters overwhelmingly hate this. Whatever GOP survived the elections would be fools to vote for it.
so begins the GOP trying to cram in as much legislation as possible before they loose control
I think he steps down. Why continue to serve? Dudes old as hell and probably dealing with serious health problems. He sounds defeated and inside the GOP he's lost his staying power.
How many GOP candidates use your app?
yet another crash under the GOP. add it to the gigantic list.
I always heard CPAC & GOP conventions were great for Grindr business too which I always found funny. No clue if that true though.
Why does the GOP convention always kill your servers??
Are you scared of near future growth decline now that it seems less GOP are voting and GOP conventions may have less attendance (and therefore less use of your services)? Or do you think that population will show up no matter what?
Why does the app always crash when the GOP comes to town? We know they’re not gay, so what’s the deal!
Dem president GOP house and Senate. That’s what balanced the budget. But considering the Dems are going full Luddite, the market is bracing for impact
Well Electing Democrats is bad even if the GOP sucks
lol. Democrats did it?😂😂😂😂and who is the fuk up who is president??? Not a democrat but a grifter and cult leader. Oligarchs( who Trump loves more than you) are in trouble. And guess what the next president will have immunity thx to Trump and his GOP
Can you please …”accidentally”… leak the accounts of all the GOP scum who’re on your app?
It’s early 2029 and Wokemerican President AOC signs Executive Order requiring all closeted GOP legislators to immediately come out of the closet. GRND stock SURGES.
We have an answer! Now about the GOP..
Ah yes the parties of the American Government. Both southbound concerned about the financial health of individuals voters. The regardation in this sub is off the chain. The good ol non-corporatist democrats and the peoples GOP party. Yeah fucking right.
What percent of your user base are secret closeted GOP politicians?
Is it true that traffic on your site spikes every time there is a GOP conference in town or is that just an urban legend. And if it is true, what measures do you take to mitigate?
How do you prepare for GOP conventions to avoid site outages due to excessive traffic?
try reading it again, maybe a little slower this time. I didn't give a number of how many datacenters are actually going to go through. The point being made was not that they were derailed temporarily vs permanently, the point is that datacenters are unpopular with both Dems & GOP citizens at the grass roots level. Don't get discouraged because it seems like everybody is talking over your head. There is online help for reading comprehension. Good luck & have a great day! 🙂
That's not what's been shaping up though and it's a myth that data center opposition is partisan at all, from the evidence AI data centers are **strongly** opposed by both parties, even in very red counties in red states like Wyoming or rural Ohio, by margins of 3:1 against them! Politicians cannot afford to ignore this sentiment so it means, there will be many tougher restrictions against data centers and outright bans, at best making them even more expensive and often canceling them all together. In fact this already happening from ballot initiatives on Election Day and before, so not just a theoretical. Here's one somewhat shocking example from, of all places Wyoming, the reddest state in the United States. And yet even [in reliable red Wyoming the people hate the data centers](https://www.newsfromthestates.com/article/prometheus-cancels-data-center-proposal-near-casper) and even the winning Republican candidate made opposition to them a central part of his campaign, so much that a hyperscaler had to scrap the project to build it. And even in very red counties in SW rural Ohio, the opposition to data centers is extremely high--not only [did all 10 out of 10 anti-data center initiatives pass in the Ohio counties](https://www.toledoblade.com/local/politics/2026/11/04/data-centers-ohio-voters-reject-large/stories/20261104104) on Tuesday, they passed by massive margins, with more than 60 percent and often over 70 and even 80 percent of voters rejecting the data centers! Even in Florida, Byron Donalds as one of the few Republicans to win a big governor's seat has not been friendly to data centers and the people are strongly against them. And he can't afford to go against them--Florida still had Dem gains on Tuesday and is tightly contested (even if not a major flip like Texas or Kansas), and if Donalds does something as unpopular as supporting DC's there, then he risks basically handing Florida to the Dems in 2028 and putting an end to the GOP as a viable party for a generation. He cannot risk going against the people. And of course Hinojosa, Bottoms and other newly elected Dem governors are already taking steps to block data centers, although again their Republican counter-parts are joining them. That's why, just being honest there's been a lot of wishful thinking and coping in some parts of Reddit on the data center issue--they're wildly unpopular on both sides of the aisle, in red and blue states and counties, and besides the politicians there already concrete ballot initiatives to block them. And Americans don't just oppose AI data centers they seem to hate them, to the point it's one of the key issues deciding their votes. (And it's probably what flipped Texas as much as anything else). And the reality is this is going to make things much more difficult and make huge head-winds for hyperscalers, AI companies, chip-makers and others in the AI industry, because they rushed this out too fast and too often ignored communities concerns, and now the chickens coming home to roost. Although yes, the Blue Tsunami did create a general environment that's much more hostile to data centers, again it's not a partisan thing. Republicans as much as Democrats oppose them. And the results on Tuesday more than anything else create massive pressure on office-holders in both parties to listen to the people's sentiments on data centers. And that's basically universal opposition, from both parties across the US in all states and counties.
I mean, this is true on multiple fronts. Billionaires/owners know that Dems are not as favorable to corporations as the GOP are; they know that regulations and consumer protections are coming, which will hurt the bottom line. But corporations are buying Dems just like they buy GOP electeds, the only difference is, now we have a very progressive wave of Dems who lean further from capitalism than ever before (and good on them!).
This is a massive sell off to take profits from the last 4 years of crazy profit. Both Dems and GOP hold these very same stocks in the brokerage accounts so trust they won’t let this “bubble” to burst. I don’t think this is a bubble but just a profit taking bonanza and a push down in gaining puts on the way down. Some of these stock prices were pretty crazy. I mean micron had a ridiculous run this year it was posed to comeback to earth.
If GOP won midterms. Everyone here would be saying its crashing because GOP victory. But since its Dems its ignored. Now I still focus long term. But cmon.
Trump can veto anything. There's draconian stuff from the BBB set to kick in in 2027. It's almost like the GOP anticipated losing the mid terms and wrote that bill to ensure things got worse in 2027. Maybe we'll see some improvements for the average person but I don't think there will be much till the presidential election assuming Dems can hold Congress and win the presidency. If the Trump vetos anything good passed in the next 2 years and all the healthcare cuts stay in place and the GOP can convince the public that Dems are to blame for that we may swing heavily back to GOP control in 2028 and then the US will basically be over for anyone not sitting on a bunch of stocks, real estate or other income generating assets.
The GOP is now a- not romantic in the least, tilting at windmills group of Don Quixotes trying to save their carcasses from the grim reaper of justice. That silent scythe carrying, black cloaked pestilence is also coming for the Dems who've been openly supporting genocide for years.
Possible and likely However, the GOP just saw daddy get spanked by papa Smurf. People are upset about this war. That’s to say, I think we’re going to see the legislative branch wake up and start doing their job. Politically, they are damned if they do, damned if they don’t, but we going to start seeing more ambitious renegades break ranks. The Trump wild card is dead if this war escalates. There’s an exchange to be had ig Maybe I’m wishcasting. They’re probably all just corrupt sycophant neocons after all. It’ll almost be hilarious if they’re that cucked to not deal out some wins for themselves. He’s going down and taking them with him if they don’t and they’re finished if this war spirals out of control. Done. We’re going FDR in 28 if they do. We will revamp the Nuremberg trials. We will RICO those idiots if they provoke a global depression. I’m getting worked up, but good lord, what a bunch of inept assholes
12/1 - stock market goes up 5% 12/1 - Trump claims on social media despite the Dumocrats efforts he is still growing the economy and sotkc market 12/2 Stock market drops 5% 12/2 - Trump says Dumocrats are the reason the stock market is crating becuase they are stopping him from making America win. Doesn't matter what will happen he could Veto univeral healthcare and then some GOP come over and make it veto proof and he would claim the bipartisanship was due to his veto he was forcing them to work together... also he would be trying to get Dr phil to primary one of them and get them recalled.
The GOP has been doing this for decades.
GOP ETF. The Pelosi ETF is NANC, btw
Great points here, been saying a lot of the same things. The circular financing and massive leverage was always going to be a disaster especially when bond yields and borrowing costs they went way up, like they started to do later in September. And then all the dumb hype and FOMO around the AI bubble, crazy promises the math would never support even with most over-optimistic assumptions and sales. And then how Amodei, Altman and Musk are so scummy in general with such shady IPO's. It's like they're not even trying to hide they're just looking for dumb retail bagholders for exit liquidity to dump their companies in massive pump and dump and rug-pulls. The SpaceX IPO was bad enough, but Dario and the Anthropic insiders basically set up the Anthropic IPO to openly fleece retail, getting cash out options on Day 1 and F-shares so retail doesn't even have much say in the company. At same time China and Europe (with Mistral) have [cheaper open weights models at](https://qz.com/ai-us-china-open-models-deepseek-qwen) same quality but [fraction of the cost](https://finance.yahoo.com/technology/ai/articles/businesses-experimenting-cheaper-chinese-ai-185931713.html) [and businesses already switching to](https://www.cnbc.com/2026/07/07/chinese-ai-models-costs-us-openai-anthropic.html). All while Treasury yields going up and debt gets so pricey CoreWeave and Oracle basically have junk bonds, and stupid valuations and PE ratio's all over. (Tesla still worth more than other car companies combined even though way down on the list of sales, and now BYD and soon Geely snatching away dominance in the EV business). So like you saying it was already a perfect storm before November. The harsh anti-AI backlash by the public was just iceing on that cake, but it gets played up because it gives Fox News and the usual idiots a convenient excuse and scapegoat to blame the Democrats for an AI bubble that was imploding anyway. And the hatred of AI data centers is uniquely bipartisan and all over the US, in red blue and purple states the same. [The harshest data center bans](https://www.toledoblade.com/local/politics/2026/11/04/data-centers-ohio-voters-reject-large/stories/20261104104) passed as ballot initiatives in red rural regions of Ohio on Tuesday, and even the few GOP governor candidates who did better read the room and went anti-data center themselves, especially Byron Donalds in Florida. (An easy call since it's so swampy, hit by sinkholes and massive storms the insurers wouldn't insure data centers there anyway). But those actual facts don't matter when Fox News now has the narrative to blame Democrats for a nasty economic recession that was coming anyway. And the worry is there might even be enough morons to fall for it in large numbers. The only thing I'd question is continuing to buy on the way down, at least in general, I'd say it maybe makes more sense do it very selectively. AI has a lot of good tech and value in the right places and applications, and a lot of the models help with things like summaries, translate and software but it's very costly, burns so much fuel and drives up power costs. Like with Internet and the dot-com bubble the tech will continue after the AI hype collapses but most companies won't. Even [Apollo had to admit](https://www.apollo.com/wealth/insights-news/insights/daily-spark/no-signs-of-ai-payoff-outside-the-tech-sector) the ROI is not that great and tokens costs way too much, and often even disrupts work more than helps. And now China is getting it's own EUV, GPU's and memory chips online so the AI models prices getting even cheaper, and the AI companies in hundreds of billions and debt and losses won't be able to raise their token prices, make a profit much less pay down that debt. Same goes for the hyperscalers and and neoclouds, even the shovel sellers got in too much debt at dumb valuations so they're falling too. Would make sense to buy selectively in small amounts but be careful, there's still a lot of leverage and excess has to unwind first.
What happened Tuesday? What did those numbers look like? I’m not saying the diehard Trumpist bailed. There’s work to be done to wake up a chunk of them. But there wasn’t a lot of GOP support behind them.
We’re likely to bomb Iran this weekend GOP is fucked forever and ever and ever if we do though. Hopefully they got the message on Tuesday and can pull the reins.. little hope with loyalist neocons though
Bunch of GOP finance pussies pulling out of the market
Not in Ohio. It was all over the TV. No one in rural community wants a data center that won’t employ them, risk messing up their natural resources and increase their energy costs. Ohio elected a female governor for the first time in history. Has a Dem Senator again, more Dem House reps than GOP and even a Dem Sec of state. Ohio literally turned purple and data centers were a reason why
Just want to chime in to say that I have a very close friend who has a good chunk of his savings in stocks (Nvidia and such). He found interest in it a few months back. He had NO IDEA about the midterms, the blue takeover, the data centers on the ballots, or the connection between Musk and millions poured into Texas/GOP. He saw what was happening to his stocks for a few days before and during, but didn’t think much of it; it’ll for sure come back up as this is normal. We are now 2 days after the elections and he’s now well informed on the sweep and is making changes to his stocks because of so much uncertainty. Just wanted to share how a delay may happen in real life and how it can be connected to the midterms.
I'm curious why some of the data is saying the GOP didnt turn up and vote. 2022 Abbott vs O'Rourke GOP had 4.43mm votes, and dems at 3.55mm votes 2018 Abbott vs Valdez GOP got 4.65mm votes and dems at 3.54 mm in 2026 midterms gina won 5.23 mm to abbotts 4.52mm. The increase in population in the past decade though, is a booming hispanic demographics that showed up for trump in 2024, showing much higher numbers in the electorate. A big majority of this group swung for Gina and the prelim numbers prove this out. Abbott got his typical GOP vote he gets year after year, but the dems got a beefed up latino vote that carried trump.
you all believing the Maga propaganda sadly bought into their divisive rhetoric. The things that Trump and the Maga GOP said were fearmongering and they made this one of the most racist and bigoted i modern history. My top were: Democrats are Socialists and Communists when the Trump Vance and MAGA were trhe ones that took shares in private companies. Offered $5,000 to vote for them. On top of the Tariff refunds ( where did that go, the companies, not those that paid them - US).
Just buy NANC(democrats) and GOP(republicans). Both are ETFs track and automatically buy what politicians have been buying.
So, I crunched the numbers historically here is how the market has performed based on who owns what part of congress, and republican president with democratic congress has been the worst statistically in terms of growth. Don’t know if it’s sentiment or actual policy … but history is not on our side on this one. If you have republican president the best combination based on numbers is republicans controlling controlling congress too… overall best growth under dem president , republican house and dem senate. Rank \*President\* \*House\* \*Senate\* \*S&P 500 Avg\* \*NASDAQ Context\* 1 Democratic Republican Democratic \*17.0%\* Biggest NASDAQ boom: Clinton 95-00 with GOP Congress = internet boom 2 Democratic Republican Republican \*16.3%\* Also strong for tech. Less regulation + Dem spending 3 Republican Republican Republican \*13.3%\* Good for small caps, but tech regulation risk lower 4 Democratic Democratic Democratic \*8.0%\* Mixed. Good if spending on tech, bad if higher taxes 5 Republican Democratic Republican \*7.3%\* Gridlock. NASDAQ volatile, 2006 case = flat then up 6 Republican Democratic Democratic \*4.9%\* Worst. 1994 + 2006 both had weak initial NASDAQ reaction
Palantir was not viewed nearly as much as a political actor pre Trump 2 because they mostly kept their mouth shut Since \~2024, they have not only aggressively become GOP surrogates, they have allied themselves vocally with the least popular nihilist Yarvinites They are far more exposed now than they were then.
Yeah there was never going to be a soft landing with that amount of extreme leverage and imbalance in AI and the neoclouds and hyperscalers, it was too dependent on extreme speculation and margin just like in 1929. And although it's true the Blue Tsunami puts in some tough anti-AI policy right away (Texas and Georgia are just tip of the iceberg with hard stops on data centers), it's much worse because the push against data centers it's bipartisan. Basically all of the data center ban initiatives passed and those take effect immediately, and many of the [harshest restrictions were actually passed in very Red areas like rural Ohio](https://www.toledoblade.com/local/politics/2026/11/04/data-centers-ohio-voters-reject-large/stories/20261104104) or [Indiana](https://www.ipm.org/news/2026-10-22/over-half-of-indiana-counties-now-restrict-data-centers). And the GOP state candidates like Donalds in Florida survived only because they read the room and went anti-AI bubble and opposed data centers themselves, and Florida with it's sinkholes hurricanes and storms would be the worst place to build them anyway, insurers won't cover them there. So there's not even any consolation prize and nowhere for the hyperscalers to run to. And now with China Europe and other places making their own cheaper frontier AI and chips (and China with it's own EUV, GPU's and chips supply coming online), the AI models already here can't raise their prices or they lose business. (Or bankrupt the customers they do have). So the shovel sellers take a hit too. This is why it's never a good idea to put so many economic eggs in one basket with so many companies priced to impossible perfection. Especially sector depending so much on massive debt and hype, and huge PE ratios and overvaluations even outside AI tech. Even with the massive falls today, TSLA still has a ridiculous valuation more than other car companies combined even though it's sales way below Toyota, VW and GM alone and it's lost the EV industry to BYD (and soon to Geely), way behind Waymo and even Mercedes in self-drive and Tesla not innovating as much. Much farther to fall, although in being fair they're hardly alone, Palantir has been same and even Nvidia's price for perfection had been ignoring cheaper GPU and TPU options, in general and now from China, no way to maintain those margins or prices. Heck even Apple couldn't sell enough for that kind of valuation, and Coreweave and Oracle have near junk bond status, just when debt re-finance gets pricier.
Trumpists. They use the name Republicans but they are really liberal populists. It’s time to take our brand back from Trump and Trumpism. Time to make the GOP conservative again!
AI bubble. Duh. It’s a correction. No one wants their data centers in their neighborhoods and now the GOP won’t be able to shove it down our throats. Fuck AI.
Administration and GOP congress spend two years using every last tax dollar on ICE, warehousing human beings, fking stupid wars, genocide, tax breaks for the wealthy and corporations, etc, leaving no wiggle room in the government budget, while the tech trillionaires, who've been getting the tax breaks, drop trillions building a bunch more warehouses (what's with warehouses?) creating debt in our retirement funds, pensions, insurance companies, banks, with no discernible way to pay the debt. Ripping the monetary foundation from under our country. And miopic goofs think the newly elected dems are the problem? WTF?
“I thought the GOP had all the markets and tech CEO’s on its side” well if the Dems won and the GOP sold, how is that the Dems fault? Sounds like a bunch of paper handed GOP 🅱️itches to me
Not just a moratorium (which I support) but more importantly, the party line is "If you fail, you fail. We're not bailing you out." With a (corrupt) GOP Congress, these companies could borrow as much as they wanted on the back of taxpayers. Now everyone is realizing that no bailout means they're only being held up by hopes and dreams.
They took \*South Carolina\* and nearly every office up for grabs in \*Texas\*. Downplaying this as just "the other team didn't play" is denial. Everyone, the Republicans themselves included, are calling this an existential crisis for the party because of how many voters they lost who swung back to the Democrats. And it's at least partially because the GOP backed AI to the hilt.
it was pretty convenient timing, i guess. the market was just starting to shed confidence and all, but the GOP losses were polling at around 75% odds like almost a month ago. Either way, I wish i had money to gamble :-)
is it too late to vote GOP? for the 5k stimmy
$NVDA $SMH $MU $AMD over reaction Data center use some unused land, convert it to vibrant town with high tech workforce. More construction jobs by expanding datacenters. Left or right wing doesn’t mater, all big companies work with both administrations. \~8000 datacenters project nation wide. Big semi demand GOP approve all 8000 projects next few months possibly, still semi big demand next few years, big earnings spike https://preview.redd.it/01fg0b3yivzh1.png?width=1063&format=png&auto=webp&s=1549272a53461af62c550f8298eba2e93bf91681
The big money propping up the market to make the GOP look good is no longer doing so.
2 years of pumping by AI and oil interests will now see oversight and regulation applied. They have about 2 months to cash out. Plus low information and right wing media viewers will only see what their media or feed tells them. Clearly this is a reaction to Dems being elected (ignore yesterday was green and any gains made after today). Same thing with Fox News running a debt ticket every day during Biden's term and dropping it and any coverage of debt and spending the moment the GOP had power back.
Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high https://preview.redd.it/9b4r6812evzh1.png?width=1063&format=png&auto=webp&s=0b139c46cf7dee59c27b0cd3dc1cac3684e9654e
Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high
That would be all the GOP grifters cashing out after getting routed in the election. Corruption took a massive L this week.
45 data center moratoriums on the ballot this time and 44 of them passed. The people have spoken and the politicians are going to follow it after this ass blasting the GOP just got handed. Big tech fucked around and now they are going to find out.
Well yeah, even when the Democrats had the presidency the GOP controlled Congress. Which isn't to say conservatives can't back good policy, I mean explicitly that the CURRENT batch of congressional Republicans have made clear they have zero interest in drafting laws (ya know, their actual jobs). They only care about generating divisive soundbites they can post to Twitter and link to in fundraising. Let's not forget The Clean Air act was supported by both parties, as was the a civil Rights Act. This "party over country crap" is a recent problem. If anything, the older generation of politicians was a little too chummy with the other side, hence elders like Pelosi and Schumer failing to grasp that no amount of leaning right will bring this GOP to the table. They'll block everything and call even the most timid, centrist candidates sOcIaLiSt RaDiCaLs. It will be interesting to see if the Democrats can accomplish something now that they control both houses. Last time we got the Affordable Care Act, the only legislation i can think of in the past 25 years that has actually been beneficial to my life.
Hegseth is going to be the GOP sacrifice and they are all going to act like we good now.
For sure. Honestly, I think anti-AI is a bipartisan sentiment for the most part but most of the big name AI tech leaders are associated with GOP these days except for Dario perhaps.
There have been far worse things in the past followed by rips than anything in the headlines today like Tariffs, Covid and Iran. Nothing in the headlines compares, not even a party change. Dems have always overseen the biggest stock surges more than GOP. That's what I'll base on to stay positive until something worse than the above hits!
I'd be careful labelling this as having anything to do with midterms. The way NVIDIA and their AI partner have been paying off their debts to one another and claiming it as sales has come to light. Recently one of the top auditors investigating the Enron scandal said our entire AI industry is structured like Enron before the collapse. Chinese AI companies recently had some investor issues. The CEO of the largest AI company in the US recently said that all of the chips should be going to the AI companies and not to the end consumers. Millions of people are infuriated over his vision of a future of cloud based processing and going backward to return to a centralized ( and pay-walled ) system of computing. New data centers across the nation are being derailed by both GOP & Dems. Again, I don't know what any of this has to do with the midterm elections. AI is producing as many problems as solutions, their business model for profitability is suspect, the chip market has been integrated too closely with the AI industry for most people's comfort level. People are sick of the hype and there is going to be a correction and growth from there will be slower.
Is trump vetoing everything? He basically said he would be open to working with dems to solve things but would retain the veto. The dems didn't win, GOP lost. Farmers in central kansas voted blue. They are not democrats. GOP knows they're going to lose hard again next cycle if they keep the BS up. They are smart enough to see which way the wind blows when it comes to these issues.
THE GOP massacred my boy Nasdaq
The market was probably “pumped” prior to midterm elections to show the economy was ok. Mid terms being a shit show for GOP, they can now dump, restart war, crash the economy, inflation will sky rocket like the price of gas tank and so on. Basically what republicans always do!
Oh, you didn't hear? The NSDAP changed their name to GOP. They even had their water boy Musk do their iconic salute on stage a couple of times.
My thoughts exactly, it took them a day to gather themselves and come up with some strategy to fight back. So yesterday semis went down because of the obvious, but rest of the market was green because the economy may no longer be free-falling. Mr. Orange, the jealous and vindictive man that he is, and his crony’s made the call today to fuck the market because the entire news cycle (including fox and other conservative media) is blaming 🥭, MAGA, and the GOP for being awful at their jobs. This takes the wind out of the D’s celebrations and creates headlines/impressions with the less informed/regarded that this blue tsunami will cause a economic disaster. It’s that or institutions just wanted to do a lil pump and dump for fun
What is your reasoning here? SAFE seems like the odds are pretty overwhelming that it would pass if brought up again in the new year. There was between 4 and 5 GOP co-sponsors for SAFE Banking during various iterations over the years. If you are a co-sponsor you are a "yes" vote. Add a couple other non-cosponsoring GOP senators that may vote yes and you are definitely over 60 votes.
At least GOP got some sort of red wave too