NSF made an announcement that they will only back one of the two planned U.S. owned terrestrial telescopes:

https://www.science.org/content/article/nsf-board-approves-funding-just-one-two-proposed-giant-telescopes

https://www.science.org/content/article/nsf-wrestles-dilemma-over-dueling-giant-telescopes

The external panel hired to advise the NSF should likely have a decision by end of September: https://ww2.aip.org/fyi/external-panel-to-advise-nsf-on-extremely-large-telescope-plans

Which one would it be?

Market resolves based on NSF's official decision when available.