Possible scenario
Contained Governance Cleanup
45% Chance
Factory AI treats the firing as a governance breach rather than a technical compromise. Investors and customers accept that the advisor relationship was undisclosed but did not transfer material product, customer, or roadmap information to Cognition.
Portfolio impact
S&P 5000.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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