Canada has the world's longest undefended border with the US. There's no hope if the US invades. It would be like Russia invading Ukraine with no mountains in the way
If you look at major hardware vendors that support AI like Dell, HPe, NetApp, Cisco, etc. They've been more or less flat since August. That also includes NVIDIA. Up and down but not actually blowing up, even though they are all the horsepower behind the cloud/AI. I saw that as the ominous sign that we've peaked
The Nobel committee proved how political they all were when they instantly gave it to Obama after he got elected.