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That's actually what I've been thinking as well. A lot of A.I shit is jacked directly into defense spending, even if it isn't directly contracted out by "Defense companies" (excluding Palantir) but by defense contractor's favorites like Nvidia, Google, etc.
With the Ukraine war nearing the end, I genuinely think they're going to need to keep the wars up to prevent the bubble from popping. Venezuela is on the menu for that.