Trump just announced a "Ratepayer Protection Pledge" at the State of the Union, telling Big Tech to build their own power plants so your electric bill doesn't spike from AI data centers. But is it enforceable? And does it actually solve the problem? Then: the Citrini Research report that broke Wall Street. "The 2028 Global Intelligence Crisis" — a speculative memo written from the future — imagines AI displacing white-collar workers so fast that the S&P crashes 38% and unemployment hits 10.2%. It wiped 800+ points off the Dow in a single session. Blackstone and KKR dropped 6-9%. IBM fell nearly 12%. Citadel Securities fired back with a full rebuttal. We break down what the report gets right, where it breaks, and what Blackstone/BlackRock's exposure actually looks like. Featuring Ylli Bajraktari, Martijn Rasser, Dr. Ryan Carpenter, and Nyah Stewart. #AI #StateOfTheUnion #DataCenters #GhostGDP #CitriniResearch #WallStreet #AIPolicy #NationalSecurity #PresidentsTechBrief