Upside will.come from either government or business side,

Government cloud will buy more nvda hardware

New man less vehicle and planes

More business has to adopt

It has to be the business spending to save them, as business is using pretax dollar, consumer used after tax doller, so gaming is really hard to take off, the only thing is from business side,

Trump has 6 year tax loss on his business, but his business total value goes up, i.e his real estate, he is the biggest con on the Democrat controlled system