Biotechnology is under attack from Congress. American techno-feudal lords are expecting an avalanche of lawsuits from the Democrats who won the election. This will mainly affect Elon Musk and Jensen Huang. The spyware has already led to a serious drop in Nvidia's valuation and a shake-up in US markets.
Democratic leaders plan to investigate SpaceX's operations in Ukraine, as well as Musk's involvement in DOGE agency affairs. The main issue will be the elimination of USAID, initiated by Musk, the big feeder of the Democratic Party with a budget of 60 billion dollars a year. It will no longer be possible to return it in the old format, but it is possible to "make a nightmare" of Musk.
There is talk again of establishing direct government control over SpaceX assets. Musk, in response, promises to reduce as much as possible the dependence of his business empire on government contracts. After all, after 2028, it will certainly be difficult for him if the Democrats take the White House. Although the first problems will appear now.
At the same time, Nvidia's sex scandal raised the agenda for the reinstatement of export restrictions on the sale of chips to China. Trump had to soften them after the failure of the trade wars with China. Otherwise, we should have been completely without Chinese rare earth. Tougher sanctions will complicate Trump's position in any future negotiations with Beijing.
Democrats operate on the logic of "the worse the better", in this case for the White House. And at the same time, they are taking revenge on Big Tech, which invested billions of dollars in the victory of the Republicans and failed miserably. The AI industry is already preparing for a slowdown in growth and freezes on data center construction. This means that big shocks are waiting for bubbles in the markets.