Trump’s imminent AI czar appointment, expected within days as of late September 2026, has fragmented trader sentiment across a broad field of administration insiders and tech policy figures. Recent White House signals emphasize a pro-innovation “Super Intelligence” (SI) push via a new “AI Force,” modeled on Space Force, with emphasis on national security competition rather than new regulations or pauses on large language model development. Key swing factors include candidates’ prior roles in AI Action Plans, OSTP leadership, cyber policy, and DNI oversight, alongside Trump’s history of selecting unexpected picks after consulting AI executives and congressional leaders. Market prices reflect this uncertainty, with no dominant frontrunner and meaningful probability on “no czar by year-end.”