‼️ 🧠 Lynx Equities Strategies analyst KC Rajkumar says the AI semiconductor sell-off tied to Anthropic CEO Dario Amodei’s essay is a misreading, arguing there is no supply-chain evidence of an AI-hardware pullback. His checks found no slowdown in GPU deployments, cancellations in memory, flash, TSMC or OSAT orders, changes to semicap delivery schedules, or disruption across the components ecosystem. Rajkumar notes that Amodei explicitly said “pacing does not mean halting model training or technical progress,” and argues Anthropic has strong incentives to keep expanding compute capacity to support revenue growth, profitability and its path to an IPO. Instead, he attributes the weakness in AI semiconductor stocks to macro pressures—particularly rising long-bond yields, US-China chip-export tensions and Taiwan risk—rather than deteriorating AI infrastructure demand, leaving the underlying investment case intact
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