🤖 AI STOCKS ARE RALLYING — BUT AI LEADERS ARE WARNING OF A SLOWDOWN
This week gave investors a strange contradiction.
AI stocks initially sold off after Anthropic’s Dario Amodei and OpenAI’s Sam Altman backed calls for a more cautious pace of AI development. 
Then the trade reversed.
📈 $NVDA
📈 $AMD
📈 $MRVL
📈 $MU
📈 $INTC
Jensen Huang added fuel by saying Nvidia expects to sell twice as many chips next year as this year. 
So which signal matters?
The slowdown argument: AI development could become more regulated and cautious, potentially reducing the pace of infrastructure spending.
The bull argument: Even if frontier-model development slows, inference, AI agents and existing data-centre deployments could continue driving enormous compute demand. Analysts have also questioned whether a “slowdown” actually means lower AI infrastructure spending. 
That’s the part I find most interesting.
Maybe the AI trade isn’t simply “boom or bust.”
Maybe the next phase is about where the spending moves.
💬 Are you watching AI infrastructure demand — or AI model progress — more closely?
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