🚨 I’ll be live at noon ET🚨
What to expect from FOMC, key levels to watch and YOUR favorite stocks analyze, my top stocks for day and swing trades, daily market analysis and finally, a visit from Kane [tap to join us for the VIP Trade Room]!
Chipmakers took a beating early this week after reports surfaced that major AI companies are calling for a slower pace of development.
But I need you to understand something: That entire narrative is complete nonsense.
I’m not being dramatic. This is one of the most misguided stories I’ve seen in a long time, and if you believe it for even a second, you’re missing the fundamental reality of how American business operates.
Fiduciary Duty Isn’t Optional
Corporations have a fiduciary duty to their investors. That’s not a suggestion — it’s a legal obligation. Directors and executives must make decisions they can defend as being in the company’s best interests.
If management deliberately surrendered a crucial technological advantage and destroyed shareholder value, investors could challenge those decisions and potentially pursue litigation.
Think about it this way…
Imagine Nvidia CEO Jensen Huang saying, “We’re going to slow down the speed of our chips so our stock can go down 50%.”
Does that sound remotely realistic to you? Of course not.
No executive wants to explain why the company voluntarily handed its competitors the most important growth market in technology. Market capitalization, revenue growth and competitive positioning matter. When billions of dollars in shareholder value are at stake, pumping the brakes without a compelling business reason would be nearly impossible to justify.
Global Competition Makes a Slowdown Even Less Likely
Even if American companies wanted to slow AI development, competitors in other countries would keep moving. The result would be simple: China, Europe and Asia would gain ground in the next space race while U.S. companies watched from the sidelines.
Does anyone seriously think Apple (AAPL) or another American tech leader will voluntarily take a back seat? Competition for the No. 1 spot drives these companies forward every day. No company wants to let a rival build better models, faster chips or stronger infrastructure while it waits.
The market itself exposed the disconnect in this slowdown narrative. Chip stocks initially fell as the reports circulated, yet the sector moved straight up overnight.
That reversal doesn’t prove every AI stock will keep rising, but it shows how quickly investors reconsidered the idea that demand and development were suddenly grinding to a halt.
The bottom line is this: AI development isn’t slowing down.
The competitive pressure is too intense, the profit incentives are too strong and management’s obligations to shareholders are too important. Any narrative suggesting otherwise is fundamentally disconnected from how business operates in the real world.
Don’t fall for stories that sound convincing on the surface but crumble under basic economic scrutiny. Stay focused on incentives, watch how the market responds and trade accordingly.
I hope that helps!
Roger Scott
Roger Scott Trading
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P.S. Brace for What Could be a Historic Day for the Market on Friday
Almost $10 trillion worth of options are set to expire in the final trading hour, the largest in history!
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The phenomenon powering these one-hour jackpots hints at where the market might head in the final trading hour every day.
Allowing us to target returns as much as…
There were of course smaller wins and some trades that didn’t work out, so no reckless trading guarantees here…
But if you’d like to see for yourself how to play the massive options event this Friday…
And target what could be one-hour jackpots on repeat…
We develop tools and strategies to the best of our ability, but we can’t guarantee the future. Since April 2026, our live published trade alerts have a 65.4% win rate, with an average return (winners and losers included) of 21.64% and an average win of 85.17% over a 1-day hold time.
