When I saw reports that Trump may meet with some of the biggest AI companies, one thought immediately came to mind:

AI is no longer just a technology story.
It's becoming a policy story.
The interesting part?
A few years ago, AI discussions were mostly happening inside tech companies.
Today, governments, regulators, investors, and business leaders are all paying attention.
That tells me something important.
The conversation is expanding beyond products and innovation.
It's becoming a discussion about economic growth, competitiveness, infrastructure, and national priorities.
Whether you're bullish on OpenAI, Anthropic, Google, Microsoft, or another AI leader isn't really the point.
What interests me more is what happens when technology, capital, and policy start moving in the same direction.
History shows that major trends often accelerate when that alignment occurs.
That's why I think the biggest AI story may not be the next model launch.
It may be the growing recognition that AI is becoming strategically important at the highest levels.
I'm curious how others see it.
Are we still in the early stages of the AI cycle?
Or is the market already pricing in most of the opportunity?#ShareYourUSStocksWinNvidia