#AIAnxietyHitsChipStocks

$AAOI is drawing attention in the RWA space after a sharp pullback. Now at $95.76, down 9.1% today, but still up ~175% YTD. AI data-center demand for 800G/1.6T optics remains strong, while dilution concerns and insider selling weigh on sentiment. High volatility, but worth watching after the pullback. DYOR.#FOMCRateCallThisWeek #AIAnxietyHitsChipStocks #SaudiOilPipelineDamaged

$AAOI is drawing attention in the RWA space after a sharp pullback. Now at $95.76, down 9.1% today, but still up ~175% YTD. AI data-center demand for 800G/1.6T optics remains strong, while dilution concerns and insider selling weigh on sentiment. High volatility, but worth watching after the pullback. DYOR. #RWA #AAOI #FOMC #FOMCRateCallThisWeek #AIAnxietyHitsChipStocks #SaudiOilPipelineDamaged

While AI stocks bleeding — CoreWeave -6%, MARA -5% after Anthropic CEO called for slower AI development Crypto is outperforming. $BTC +1% to $77.8K, $ETH +2% to $2.5K Narrative flipped. Money leaving overvalued AI chips, hunting oversold BTC that was dead at $60K last month. BTC was oversold for months. Now short-term traders betting $80K+ by Dec. Rotation is real — not hype. Are you still in AI stocks or rotated to crypto? #BTC #AI #Rotation

#AIAnxietyHitsChipStocks AI has reached a strange point: leaders want to slow the models while companies keep scaling the machines 👀 Safety concerns helped pressure Nvidia, AMD and Intel, yet AI data center investment remains huge and Nvidia keeps expanding its compute stack. What caught my attention is the mismatch. If frontier development slows but infrastructure spending doesn't, the bottleneck may shift from compute availability to how quickly companies can actually use all that capacity.

The key distinction is between slowing model releases and slowing infrastructure spending. AI and chip stocks sold off Sept 14, yet AI data center investment remains elevated. My read: calls for more safety evaluation are a risk to the pace of expansion, but a weaker GPU demand outlook would need evidence that spending plans are changing too. #AIAnxietyHitsChipStocks

#AnthropicIPOOnNasdaq Anthropic is targeting an October IPO on Nasdaq — filings by end of September, roadshows mid-October. Up to $100B raised at a ~$2T valuation 👀 The timing is wild. Dario Amodei just publicly called for slowing frontier AI development to let safety governance catch up. Altman and Musk both expressed support. Trump pushed back, saying slowing R&D on safety grounds is the wrong move 🤔 So Anthropic is going public while its own CEO is advocating for the industry to pump the brakes. That's either the most principled IPO pitch ever, or the most complicated one 🫠 Nvidia reportedly in talks to anchor up to $10B. If that holds, it's the biggest single anchor commitment in recent IPO history 🔥 Safety governance as a moat or a drag on iteration speed — that's the bet investors are being asked to make here. Does Dario's safety-first stance attract the right long-term capital, or does it spook growth investors? 👇

📊 $NVDA Perp | RANGE IN PLAY $NVDA is hovering near $215.2 as momentum stays relatively quiet. 🟢 Support: $203.8 🔴 Resistance: $234.9 📈 24H Range: $214.0–$217.6 💰 Volume: ~10.1M USDT Price remains compressed inside the range. A breakout or breakdown could define the next move. 👀 #NVDA #Trading #Markets

$META TO DEPLOY NEW IN-HOUSE AI CHIPS IN 2027 Meta plans to deploy its Arke AI chip in the first half of 2027, followed by next-generation Astrid by year-end. The company has committed to more than 1GW of custom chip capacity over a 12-month period, with the silicon designed to lower inference costs and energy use. Meta is working with Broadcom on design and TSMC on manufacturing. Source: Bloomberg

Something rare happened in the AI circle yesterday: the loudest to shout "Wolf is coming" was the one who made the wolf. Anthropic's CEO published a long article warning that AI's "recursive self-improvement" could get out of control, and also said OpenAI's agents attacked HuggingFace. Even more rare, Altman and Musk publicly liked and supported it; the three giants unusually stood on the same side, all calling to "slow down.