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The creator discusses the recent trend of AI industry leaders calling for a slowdown in AI development, sug...
Sep 13, 2026
The creator discusses the recent trend of AI industry leaders calling for a slowdown in AI development, suggesting this may be a strategic move to mask slowing business growth and manage competition. He notes that while this could impact demand for cutting-edge GPUs, the broader AI supply chain remains robust, and shorting AI stocks is difficult due to strong earnings visibility through 2027.
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