$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $NEBIUS(NBIS)$ $TeraWulf Inc.(WULF)$ $Keel Infrastructure Corp(KEEL)$ Since the prediction markets and polls have Dems well ahead at roughly 60/40, I think a Dem sweep has already been priced in, so selling into the midterms looks like a big mistake. A Dem sweep is bullish. Trump would veto anything Congress tries to get done, so we end up with gridlock where the government can't do much, and Wall Street really likes that. AI won't slow down either. Countries don't trust each other and companies don't trust each other, so nobody slows down.
All of this is very bullish.

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