🕯 Loracle Bets Against AI
Loracle shorted $75M from a $61M account, targeting Robinhood, Cashcat ($6M in 22M), PONS ($5M in 9.13M), SNDK ($24M), NVDA ($19M), and Micron ($10M). Key liquidation points: $0.68 for Cashcat, $1.59 for PONS.
Derivative Monke predicted this: A new Claude model (post-Fable) may underwhelm by late September, shaking AI confidence. Open-source models might match it by late October—but hit the same limits.
Anthropic may IPO then at a rumored $2T valuation. Investor sell-offs and fading retail hype could trigger an AI correction. A Fed rate hike could worsen it.
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3September 4, 2026 771 1
