中文翻译
该帖的核心在于深入分析美国政府持有 $IONQ 和 $RGTI 头寸的潜在影响。此前美国曾持有关键矿物公司及英特尔的头寸，鉴于美国通常避免持有私营企业股权，此举令人惊讶。AI 基础设施建设（数据中心、能源）如 $NBIS 及其他领域属于国家安全问题。鉴于美国政府开始为关乎国家利益的战略性公司和行业提供背书，我们不太可能再看到针对相关领域的机构做空行为。
· 供应链分析
美国政府持股AI公司，预示国家安全战略支持，抑制机构做空。
英文原文
The point of the post was an analysis one step deeper into potential affects on US government taking positions in $IONQ, $RGTI. Previously the US took positions in critical mineral companies + Intel and it’s surprising given that US usually stays away taking equity in private companies. AI buildout (data center, energy) like $NBIS and other sectors are national security issues. And we’re less likely to see institutional shorting into adjacent sectors now that the US gov is starting to backstop companies and sectors strategic to national interests.