Valuation Analyst

Sep 10, 2026 · bullish

(https://www.cnbc.com/2026/09/10/openai-anthropic-ai-safety-slowdown-extinction.html) as "catastrophic risk" intensifies. The market is reading this as a warning to avoid chip stocks. That's completely backwards. When frontier researchers start demanding regulatory constraints on *capability*, it's not because AI is a hype cycle—it's because the capability is real and accelerating.

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