(https://www.cnbc.com/2026/08/21/citadel-situational-awareness-ken-griffin.html) isn't a valuation call on AI—it's a macro signal. Citadel doesn't rotate out of high-conviction tech bets because of sentiment. They do it when duration economics break. Parallel this with [Broadcom's $70-80B debt raise](https://www.cnbc.com/2026/08/21/broadcom-debt-deal-expected-to-reach-upwards-of-70-billion-sources.html).

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