The catalyst
Jim Bianco Calls Gina Hinojosa’s Texas Win ‘Biggest News’ From Elections, Flags Risk to AI Data Center Expansion as State Set to Host 25% of New Capacity
The thesis
Jim Bianco called Gina Hinojosa’s Texas election win the biggest market news and flagged risk to AI data-center expansion, with Texas expected to host 25% of new U.S. capacity.
