Consider this trading angle: what if the US-China competition in AI and semiconductor dominance shifts unexpectedly?

If geopolitical tensions ease and AI race dynamics change, data center infrastructure plays and AI-related stocks could react dramatically. We're talking about companies powering compute capacity, chip manufacturing, and cloud infrastructure.

The current playbook assumes escalating tensions and tech decoupling. But flip the scenario—if cooperation becomes the narrative instead of competition, how would that reshape valuations? Would consolidation accelerate? Would data center capex cycles extend or contract?

Think about: GPU suppliers, semiconductor manufacturers, hyperscaler infrastructure plays, energy providers supporting massive compute farms. These assets have been priced on a specific geopolitical assumption. Any shift in that assumption creates alpha opportunities.

The key is tracking the narrative shift before the market reprices. Watch policy signals, trade data, and tech sector sentiment closely.