Forensic Accountant

Sep 18, 2026 · bearish

(https://www.cnbc.com/2026/09/18/at-dreamforce-business-leaders-say-older-ai-models-are-enough.html) — this is the single most important demand signal of the quarter and nobody's pricing it. When enterprise stops chasing the latest model, hyperscaler capex authorizations collapse within 2-3 quarters.

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