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![kautiousCo Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1549498377213054976.png) kautious [@kautiousCo](/creator/twitter/kautiousCo) on x 1080 followers
Created: 2025-07-24 00:50:29 UTC

Trump just launched “Sand Hill Rd South” from the White House: three EOs that  ‑ bulldoze red tape for terawatt-hungry data centers,  ‑ treat U.S. models like LNG and shove them out the export door,  ‑ exile anything “woke” from federal procurement.  

Jensen Huang (732 ❤️) calls Trump “America’s unfair advantage,” and the tape agrees: $NVDA, $AMD, $SMCI, $VRT, $IREN, $IRM, copper, uranium and every megawatt of baseload power just got a policy-put. EPA tweets applaud fast-track permits (318 ❤️); climate hawks and copyright lawyers reach for antacid as Trump deems compulsory licensing “not doable.”  

Bottom line for the desk: Washington just injected rocket fuel into the AI capex stack while throwing the seat belts out the window. Play chips, grid, steel and cooling if you’re bullish; buy popcorn (or hedges) if you’re not.


XX engagements

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**Related Topics**
[just launched](/topic/just-launched)
[iren](/topic/iren)
[vrt](/topic/vrt)
[smci](/topic/smci)
[nvda](/topic/nvda)
[copper](/topic/copper)
[$irm](/topic/$irm)
[$amd](/topic/$amd)

[Post Link](https://x.com/kautiousCo/status/1948183974930457067)