Possible scenario
Pick Stalls
20% Chance
The White House delays a final announcement after questions about dual-hatting, intelligence oversight, and private-sector AI exposure. David Sacks or another White House adviser remains in place temporarily, leaving AI firms with less policy clarity.
Secondary impacts
- Technology -0.3%
- Business Services -0.2%
- Industrials -0.1%
Tickers
- PLTR-0.6%
- NVDA-0.3%
- MSFT-0.2%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.