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Fed Independence & Powering AI 11/12/24

Squawk Pod

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Energy, Economy, and Political Maneuvering

This chapter examines the impact of large language models on energy consumption, emphasizing the need for consistent power sources. It also explores the political landscape under the Trump administration, detailing key cabinet appointments and the maneuvering of Senate Republicans to secure support for leadership roles. Additionally, the chapter notes significant market movements following the election, particularly in the tech sector, and their implications for investors.

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