🕯 Loracle Bets Against AI
Loracle has taken $75M in short positions from a $61M account, targeting the Robinhood ecosystem and memory-chip stocks. Key exposures: $6M in 22M Cashcat, $5M in 9.13M PONS, plus $24M in SNDK, $19M in NVDA, and $10M in Micron. Cashcat liquidation at $0.68, PONS at $1.59.
This move follows a scenario outlined by Derivative Monke. A new Claude model—successor to Fable—is expected in late September but will underwhelm, shaking confidence in AI’s momentum. By late October, open-source models may mirror this stagnation.
Anthropic is rumored to IPO in late October at a $2T valuation. The event could spark a targeted AI sector crash as private holders flood the market and retail investors see through the hype. A concurrent Fed rate hike might amplify the downturn.
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September 4, 2026 254
