Discussion

• @mikeisaac Rat King on x

  there is probably a short sellers inverse ETF to be made based on every new software plugin released by anthropic and google, going down the list of different industries this type of headline is basically happening on a weekly basis now [image]

• @jasonlk @jasonlk on x

  The Last 12 Months for Leading Software Stocks [image]

• @schuldensuehner Holger Zschaepitz on x

  The software selloff continues, w/cybersecurity stocks particularly hard hit following the release of Anthropic's Claude Code Security due to fears that this code-focused tool will change the industry. This indicates that there is nowhere to hide when it comes to software stocks.…

• @goodalexander @goodalexander on x

  Citrini sent Amex -8% intraday and you're fading on chain agents???

• @conorsen Conor Sen on x

  Two people have called me in the last 30 minutes asking if this market move is really because of the Citrini report.

• @ljkawa Luke Kawa on x

  Some proof this is the @Citrini7 selloff: It's hitting everywhere! -He's top 3 in Bloomberg profile views over the past hour -4.5M impressions, 2.1K RTs, 12K bookmarks on OG post (per X) https://sherwood.news/...

• @apralky Yung Macro on x

  Ok, maybe posters do just run the world now? [image]

• @dalibali2 @dalibali2 on x

  Software giving me bank stock vibes during GFC

• @stocksavvyshay Shay Boloor on x

  SOFTWARE IS OFFICIALLY IN ITS BIGGEST PULLBACK IN 4 YEARS [image]

• @skooookum @skooookum on x

  podcastonomics

• @blondesnmoney @blondesnmoney on x

  That might've been the most market moving piece ever written

• @ljkawa Luke Kawa on bluesky

  Some proof this is the Citrini Research selloff:  —  The viral dystopian post is hitting everywhere!  —James van Geelen is top 3 in Bloomberg profile views over the past hour  —4.5M impressions, 2.1K RTs, 12K bookmarks on OG post (per X)  —  sherwood.news/markets/soft...

• @jon_stokes Jon Stokes on x

  Turns out the real AI-driven deflation scenario is, “we vibe-coded a viral ‘research note’ and the resulting hallucination caused a big market selloff.”

• @natewitkin Nathan Witkin on x

  This is insane. Market should not be reacting like this to an economically implausible sci-fi story. That it is implies deep uncertainty and confusion surrounding AI.

• @josephwang Joseph Wang on x

  Bonds are the ultimate AI trade.

• @eliant_capital @eliant_capital on x

  We're now vibe coding American Express I see

• @edzitron.com Ed Zitron on bluesky

  Here is an annotated version of the Citrini Memo with my own intro.  It is analyslop - scare-fiction written to ingratiate AI boosters and analysts/traders with tales of ultra-automation and socialist data center policies.  Shameful that the markets reacted at all.  —  www.dropbo…

• @bearlyai @bearlyai on x

  Credit card stocks down big based on Citrini Research says AI agents will eventually transact on Stablecoin payment rails and bypass interchange. ▫️Visa -4.4% ▫️Mastercard -6.3% ▫️American Express -7.9% ▫️Capital One -8.0% [image]