AI stocks may drop 10% Monday on Dario's blog post — or rally as market wakes up
devindkim · x · 2026-09-13
- Jason says Dario Amodei's new blog post "unwound the AI trade" and predicts AI stocks will fall 10%+ on Monday morning.
- devindkim pushes back: the US market has persistently underpriced AI (citing Leopold Aschenbrenner), so the opposite could happen as investors wake up to the technology's seriousness.
Related event: AI Slowdown Signals from Top Lab CEOs Spark Bubble Fears(4 posts)→
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