Good points, and on the topic of tech and AI derived...

Good points, and on the topic of tech and AI derived opportunities - and stretching the gaze beyond November and the USA - I'd suggest taking a look at the EU and Mario Draghi's report from earlier this week:

The future of European competitiveness _ A competitiveness strategy for Europe.pdf

from the introduction:
"....financing the main areas for action, which entail massive investment needs unseen for half a century in Europe. To digitalise and decarbonise the economy and increase the EU’s defence capacity, the total investment-to-GDP rate will have to rise by around 5 percentage points of EU GDP per year to levels last seen in the 1960s and 70s. For comparison, the additional investments provided by the Marshall Plan in 1948-51 amounted annually to around 1-2% of GDP in receiving countries. This report contains simulations from the European Commission and the IMF which assess whether such a massive increase in investment is macroeconomically sustainable, and if so, how Europe can unlock investments of this size. The results suggest that the investment push can be carried out without the economy running into supply constraints, and that mobilising private financing will be critical in this respect."