Sep. 13 at 1:10 PM
🎯 Bullseye Strong Sell Alert:
$ANET $CIEN $CLS $ALAB $CRDO 🎯
Before we get flooded with hate messages: the last time we initiated a mass strong sell call was July 1st. We went 15 for 15, and it ended up being our most profitable month in 30 years of trading. Full details are in the pinned post on our profile.
Elon Musk, Sam Altman, and Dario Amodei have spent years publicly clashing, but this weekend they agreed on one message: slow the pace of AI development. OpenAI postponed its IPO over safety concerns yesterday, and we strongly feel Anthropic will follow suit. We think this is a black swan moment for the AI trade.
Sentiment sets the multiple, not next quarter's EPS. When the people building these models lead with risk instead of roadmap, the re-rate comes first and the numbers catch up later.
The tickers above are the connectivity backbone of the AI buildout, the switches, optics, and interconnects everything else depends on. If the pace of spend slows, these names will likely take a massive hit.
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