Alasdair Mann(@itsalasdairmann):Read a lot of bad takes on this weekend's news and what it means for the AI trade So as a result we are starting FOMC week with a major selloff in $NBIS $BE $DRAM In reality it's not as straight forward as "Anthropic just wants regulatory capture" or "there's no way the US will slow down" So wrote a longer piece pulling together the opinions of Sam, Dario, David Sacks, Gavin Baker, etc.

Alasdair Mann

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Alasdair Mann@itsalasdairmann

2026.09.14 13:46

Read a lot of bad takes on this weekend's news and what it means for the AI trade So as a result we are starting FOMC week with a major selloff in $NBIS $BE $DRAM In reality it's not as straight forward as "Anthropic just wants regulatory capture" or "there's no way the US will slow down" So wrote a longer piece pulling together the opinions of Sam, Dario, David Sacks, Gavin Baker, etc.

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