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Technology Select Sector SPDR Fund (AI/Tech stocks broadly)$196.27live · 9h ago

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Michael Tyler1 callBearish
Most recent thesis· Sep 13, 2026Source video →

The host believes AI-related tech stocks are priced for perfection and are likely to decline in the near term following Anthropic CEO Dario Amodei's essay calling for a slowdown in AI development. He expects a broad AI-driven selloff, though he is unsure whether it becomes a full market crash or a rotation into other sectors.