Anna Rathbun
Grenadilla Advisory · Founder and CEO, Grenadilla Advisory
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Could Political Pushback on Data Centers Drive Financial Discipline?
On Bloomberg Tech, Grenadilla Advisory founder Anna Rathbun, per the description, sees a buying opportunity in less-levered AI-related firms and says oversight from a Democratic-controlled Congress could bring some financial discipline to the data center buildout.
Tech Selloff Deepens on Data Center Policy Fears
A Bloomberg Tech episode covers a tech market selloff, which Bloomberg links to concern that an incoming Democratic majority in Congress could slow the US data center buildout. A related clip reports Nvidia shares sliding 7% at one point.