覚悟完了

米住民投票でデータセンター建設に反対相次ぐ　規制派民主知事も続々当選、推進に逆風も sankei.com/article/20261106-… 3日の米中間選挙に合わせ各地で行われた住民投票で、AI向けデータセンター建設の是非を問う計41件が10州であり、1件を除き建設禁止や規制強化が可決された。

On today's stock market crash: As an investor, on days like today, you have to ask yourself one question: What fundamentally changed over the last 24 hours? The shift in the fundamental backdrop cannot be attributed solely to the Midterm Election results; markets had already largely priced in the outcome. So, what changed between yesterday and today? What is the fundamental reason for today's decline? One of the most likely catalysts is growing concern about a potential "ban" on AI, or at the very least, severe regulation of the industry. Over the last 24 hours, Democratic lawmakers have publicly called for restrictions on advanced AI development, including an outright "ban on artificial superintelligence." Frankly, an outright ban will not happen. Such a ban, if even possible to enforce, would effectively mean the US surrendering its position in the global AI race to China. Does this mean AI is "over" or today's stock market crash marks "the end?" Absolutely not. Rather, we believe we are witnessing a sudden shift in sentiment colliding with excessive levels of leverage, potentially triggering forced liquidations by several major institutional investors. Therefore, today's downturn is more technical than fundamental. This is not to discount the concerns around regulation, they are legitimate. But price action right now does not look orderly or rational. We are in the midst of the biggest technological revolution in human history. Zoom out and remain calm.