For what it’s worth, I agree with you. Most telecom infrastructure funding has been historically pocketed. There is a chance it does work, though.
If not, maybe the tariffs will help in the short term by minimizing profit from overseas supply chains and incentivize American manufacturing, causing a positive effect on the sector in concert with CHIPS (but I doubt it).
For what it’s worth, I agree with you. Most telecom infrastructure funding has been historically pocketed. There is a chance it does work, though.
If not, maybe the tariffs will help in the short term by minimizing profit from overseas supply chains and incentivize American manufacturing, causing a positive effect on the sector in concert with CHIPS (but I doubt it).