Andrew Puzder 2.5 1 idea

Ambassador Puzder states Germany's GDP per capita is lower than Virginia's and compares European economies to US states like Mississippi. He explicitly mentions Europe is "deindustrializing" due to energy policies. The US is securing critical minerals and ramping up AI energy production, while Europe is shackled by regulation and high energy costs. Capital will continue to flow from EU industrials to US tech/industrials. SHORT European Industrials/Equities relative to US peers. A surprise reversal in EU energy policy or a trade deal that disproportionately benefits EU exporters.