Every time a machine replaced a worker, someone got rich seeing it early. One
of them was a cab driver. He put $1,000 into the company building the machine
that would end his trade. He walked away with more than $2 million.



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Сⅼіϲk hеrе. <[link removed]>





Every time a machine replaced a worker, someone got rich seeing it early.

One of them was a cab driver.

He put $1,000 into the company building the machine that would end his trade.

He walked away with more than $2 million.

Now it's happening again, on a scale nothing before it comes close to.

In November, the first machine workers clock in for their first paid shifts.

A real payroll. Except nobody goes home tired.

Dylan Jovine believes the company behind it could turn $10,000 into $74,000
over the next decade.

Here's the cruel part. The people being replaced can't buy a piece of the
thing replacing them.

You still can. For now.

See the first winner of the fourth firing, free >>
<[link removed]>

P.S. The machines start getting paid in November. You want to be in before
the first check clears.Start here >>
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"The Buck Stops Here,"

Kelly Maguire

Behind the Markets

 


Asset Frontier Open Brief
The AI Slowdown Calls Triggered a Global Tech Stock Selloff Monday. Here Is
What Sold and Why.

The AI development slowdown calls from Anthropic CEO Dario Amodei, OpenAI CEO
Sam Altman, and xAI CEO Elon Musk triggered a global selloff in AI-linked
technology stocks on Monday, with CBS News featuring Jessica Inskip, the
director of investor research at StockBrokers.com, on "The Daily Report" to
explain the market dynamics. The broader U.S. indexes declined only modestly —
the S&P 500 fell about 0.5% and the Nasdaq slipped about 0.6% — but the selling
was sharper in the companies most directly tied to the AI infrastructure trade,
especially chipmakers, semiconductor equipment firms, and AI
capital-expenditure beneficiaries.

AI Market Watch
The selloff was not simply a reaction to safety rhetoric. It was a repricing
of the AI spending assumption that has supported premium valuations across
chips, data centers, cloud infrastructure, and AI hardware supply chains.

The investment logic of selling AI stocks in response to CEO calls for a
slowdown is specific and worth unpacking. The market has been pricing AI
infrastructure companies — Nvidia, Broadcom, Dell, CoreWeave, SK Hynix, ASML,
and related suppliers — at premium valuations based on a specific assumption:
that AI capital expenditure by hyperscalers and frontier model labs will
continue accelerating through 2027, 2028, and beyond. If the CEOs of leading AI
developers are publicly calling for a reduced pace of capability development,
the market reads it as a signal that AI spending — the core revenue driver
behind the infrastructure trade — might decelerate from the trajectory
investors had priced in.

Chip Pressure Semiconductor names led the AI-linked decline. Spending Risk
Investors repriced the future AI capex curve. Policy Offset Trump's response
gave bulls a pro-growth counterframe.
The specific stocks most exposed to Monday's selling were the companies most
directly dependent on the AI infrastructure spending cycle. Nvidia sold off
because its data-center GPU revenue is the primary product of the frontier AI
training race. AMD, Micron, SK Hynix, ASML, and other semiconductor names were
pressured because memory, lithography, accelerators, and AI server components
are all tied to the same capex chain. SoftBank fell sharply in Tokyo because of
its exposure to the AI startup and infrastructure ecosystem. If the companies
training the most powerful AI models are asking for a slower development pace,
investors have to ask whether the contracts, chip orders, and data-center
buildouts implied by current valuations will materialize at the same speed.

The Asset Edge
The market was not pricing a full AI stop. It was pricing uncertainty around
the speed of the buildout — and in a sector valued for acceleration, even a
possible deceleration can hit multiples fast.
Brief Points
The market's Monday selling was specifically rational given the information:
CEO calls for a development slowdown create uncertainty about the pace of AI
training investment, and uncertainty about future AI training investment is
uncertainty about the revenue trajectory of every company whose valuation is
built on AI infrastructure demand assumptions.

Trump's counter-message — built around "whoever wins AI wins" and "don't kill
the Golden Goose" — creates a partial offset by re-establishing the
governmental growth posture that has supported the AI infrastructure investment
thesis, but it does not erase the uncertainty created by the CEO slowdown calls.

The investor research framing of the selloff — what sold and why — is the
market intelligence function that connects the week's AI safety policy debate
to the economic reality that AI infrastructure valuation premiums depend
directly on the pace of capability development.

Trump's counter-response — "Don't kill the Golden Goose" and his comparison
of AI safety concerns to climate alarmism — gave the market an alternative
frame heading into Tuesday: the president of the United States is explicitly
rejecting the slowdown and encouraging continued AI investment. That message
partially offset the bearish interpretation of the CEO comments, creating the
specific market dynamic of a sector caught between executive safety warnings
and political growth encouragement — with no clear resolution available from
either side.
Sources
Tech Stock Selloff After AI Leaders Call for Slowdown in Development — CBS
News

Global AI Stocks Fall as Industry Chiefs Call for Slowing Development —
Reuters

AI Stocks Drop, but the Rest of Wall Street Holds Steadier After Oil Prices
Give Back an Early Jump — Associated Press


 


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