🕯 Loracle Bets Against AI
Loracle opened $75M in short positions from a $61M account, targeting AI and memory-chip stocks: 22M Cashcat ($6M), 9.13M PONS ($5M), $24M SNDK, $19M NVDA, $10M Micron. Key liquidation points: $0.68 Cashcat, $1.59 PONS.
This follows Derivative Monke’s outlook: a new Claude model (post-Fable) may underwhelm by late September, shaking AI confidence. By late October, open-source models could hit a performance plateau.
Anthropic may IPO then at a rumored $2T valuation, risking a sector downturn as early investors offload shares and retail sentiment shifts. A Fed rate hike could worsen the sell-off.
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1September 4, 2026 5.2K 1
