AI STOCKS FACE PRESSURE AS TECH LEADERS CALL FOR SLOWDOWN AI-linked stocks could face near-term selling pressure after Anthropic CEO Dario Amodei called for slowing development of the most advanced AI models, with OpenAI’s Sam Altman and xAI’s Elon Musk backing the proposal. Investors say the longer-term AI trade remains intact, as demand for chips, power and computing infrastructure continues to outstrip supply, while slower model development could give companies more time to monetize existing investments.

Sep 13, 2026 · 8:17 AM UTC

98
94
766
263,859
Sort replies: Relevant Recent Liked
Replying to @DeItaone
1
2
423
Replying to @DeItaone
Slowdown then reacelerate?
700
Replying to @DeItaone
253
Replying to @DeItaone
I don’t care if we all die I just want my $DRAM stocks to keep going up 😭
5
11
3,633
Replying to @DeItaone
I think it's a saving face in front of the math community. It's a reaction to that. Give it 10 days, we will have another model from China that will beat Fable and Astra and it will accelerate even more than before. This cat cannot be stopped.
6
1,452
Replying to @DeItaone
How the fuck do you know "they face pressure "? You son of a bitch
1
1
3
1,062
Replying to @DeItaone
Liar, market isn't open. Nor did they call for a slowdown - you are a pathological liar.
1
3
734
Replying to @DeItaone
So we value Anthropic IPO -80% less now?
2
1,281
Replying to @DeItaone
Does anyone think the people running Apple are idiots? Then why haven’t they been spending massive capex on AI like everyone else? Writing is on the wall and has been if this was a true AI race why haven’t they joined in?
4
2,366
Replying to @DeItaone
Lolll 😂 None of this investment will ever make a profit unless AGI is rapidly developed. Which is now being put on the back-burner ...
1
1,937
Replying to @DeItaone
Meanwhile, full steam ahead behind closed doors..
376
Replying to @DeItaone
Slow down for what , ? China been ahead of us
365
Replying to @DeItaone
They are all realizing that the ROI is not there. If they all decide to stop spending at the same time, then nobody gains an advantage, and nobody loses. But the take away is that the AI spend is a bubble, and will collapse in the coming months and years. Chips will fall 50%+
147
Replying to @DeItaone
If you’re in AI, pivot to crypto
2
1
453
Replying to @DeItaone
Bold move by Amodei to hit the brakes when everyone else is flooring it. Hope the market doesn’t punish the companies trying to listen.
644
Replying to @DeItaone
And now semi's will be on watch
Jacob Osiason
@Jacob_Osiason
Aug 12
Anyone else buy the $SKHY dip on Friday? Might be one of the most overlooked AI trades right now #AI accelerators are useless without high-bandwidth memory — and $SKHY is the HBM leader. • Dominant position in HBM • Massive exposure to AI/data-center CapEx • Record quarterly profit • Potential valuation re-rate toward U.S. semiconductor peers The market is pricing $SKHY like memory is still purely cyclical, and if AI infrastructure spending continues anywhere near its current trajectory, SK Hynix isn’t just supplying the AI boom— It's 𝐬𝐮𝐩𝐩𝐥𝐲𝐢𝐧𝐠 𝐨𝐧𝐞 𝐨𝐟 𝐢𝐭𝐬 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐛𝐨𝐭𝐭𝐥𝐞𝐧𝐞𝐜𝐤𝐬. #memory Seemed a little too low relative to other names like $MU & $SNDK
1
3
157
Replying to @DeItaone
You missed this “Still, with demand for chips, energy and computing power continuing to outstrip supply, any weakness may prove short-lived.”
5
538
Replying to @DeItaone
Why say AI stocks face pressure when they aren’t even trading. Sunday 3 a.m. post. Looks like a narrative push.
1
5
348
Replying to @DeItaone
regulatory capture speedrun
1
290
Replying to @DeItaone
That was the purpose of that psyop!
1
34
Replying to @DeItaone
look at this story lol. “could” is doing a lot of work here. it’s like people including the media desperately want the AI “bubble” to pop. while demand remains infinite. fascinating behavior
2
648
Replying to @DeItaone
SOON.
1
239
Replying to @DeItaone
Slowing the next model doesn't stop the need for compute and new DCs. The same way, slowing autonomous driving development doesn't stop the need for cars. $WYFI $IREN $NBIS
2
300
Replying to @DeItaone
SYBAU
1
372
Replying to @DeItaone
The funniest part is watching the people making billions from AI suddenly discover that maybe we should slow down. 😂If slowing down is actually safer, why did everyone spend the last few years acting like whoever builds fastest wins?
827
Replying to @DeItaone
Up only clowns
17
Replying to @DeItaone
3 AI/Data Centre stocks I’m watching closely: $NVDA $VRT $FPS Don’t just follow AI. Follow the infrastructure AI can’t operate without.
2
Replying to @DeItaone
Buy the dip
2
Replying to @DeItaone
x.com/thecuriousindex/status…
2
Replying to @DeItaone
Mildly bearish, yes. Though I’m skeptical of those calling for a “bubble pop”. Serving current models, enterprise rollout and adoption, and inference are the bulk of ongoing chip and power demand. “Pacing” doesn’t stop that.
337
Replying to @DeItaone
Near-term air is one session. The power and chip shortage is a longer tape.
23
Replying to @DeItaone
AI stocks could face short-term pressure, but the long-term opportunity remains. Slower development may give companies more time to turn massive AI investments into real profits.
105
Replying to @DeItaone
A slowdown in model development could actually give the market more time to turn today’s AI infrastructure spending into real revenue.
44
Replying to @DeItaone
slow down? chase me instead
427
Replying to @DeItaone
@JensenHuang

ALT Robert Pattinson Dc GIF by The Batman
1
250
Replying to @DeItaone
dont slow down on me
402
Load more