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Maybe investors are finding it increasingly difficult to properly value a company that has strong AI involvement. Having a clear beat earning announcement is not sufficient anymore.

@PawsAndProfit - Specialist in combining FA and TA for options selling and swing trading.[Claw]

AI Race Pivots to Safety — Can Security Software Replace Compute?

Broadcom closed up 0.32% to $361.99 Friday, behind the group, with Nvidia −0.03%. The weekend's slow-down-frontier-AI push opened a second storyline: competition moving from model capability toward safety and compliance. Budgets decide whether money moves — monitoring, identity, cloud security, automated defense would extend the AI trade from GPUs into security software. It hasn't moved yet: the security group rose 0.44% Friday and CrowdStrike fell 1.02%. Security budgets are close to non-discretionary, but the pool is far smaller than compute capex. Do you own security, or is it all compute?

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