I used the word "ally" because the U.S. is giving money to them. In any case it's beside the point. The two scenarios you mentioned are equally unrealistic, and for the same reasons: they would both require total political transformations within the countries that would have to bring them about, and consequently neither qualifies as "realistic."
Your proposal is basically tantamount to the U.S giving money to terrorists at the same time it is fighting a war on terrorism. This is not even remotely realistic.
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