Mark Minervini analyzes a sharp rotation in semiconductor and AI infrastructure stocks on September 14, 2026, triggered by calls from AI leaders including Dario Amodei, Sam Altman, and Elon Musk for restraint in frontier AI development. While the S&P 500 appears relatively stable, individual stocks show significant deterioration, with semiconductor names like NVDA, INTC, and MRVL down 3-8%, raising questions about the sustainability of the AI capital-spending cycle.