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AI BUBBLE? Which AI companies will drop >60% from their peak in 2026?
52
Ṁ1kṀ7.4k
Dec 31
70%
Oracle
48%
Palantir
35%
Nebius
23%
Meta
19%
AMD
18%
Alphabet (Google)
16%
Nvidia
13%
Microsoft

Is there an AI bubble? Which AI companies are going to drop when the bubble pops?

Add your own companies, preferably at least loosely AI related

Peak doesn’t have to be in 2026. Any 60% drop from ATH qualifies

[cleaned up description as none of the pre-2026 stuff is relevant anymore]

  • Update 2026-02-04 (PST) (AI summary of creator comment): Price measurement: Resolution will use close prices only (not intraday prices) when determining if a company has dropped >60% from its peak.

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bought Ṁ50 YES

Is this intraday or close prices only?

@TotalVerb let's just use close prices bc it's easier to check retrospectively

edit: also I don't think it should materially impact any bets

@Gen thanks for clarifying, I was asking mostly just because ORCL is getting pretty close to the intraday number (but a bit further off the close price one)

@Gen but is it just the >60% drop that's on a closing basis or the peak as well? btw i do think this impacts the probabilities, and the intraday highs/lows are easily verified with Nasdaq or Yahoo historical data.

sold Ṁ15 NO

@deagol Closing prices more accurately reflect the consensus price and are more reliable, so I think it makes sense to use those. It's a clearer indication of a realistic level where someone could have bought/sold rather than an intraday pricing anomaly where very few trades were made.

As for whether or not it impacts the bets, I guess it already has, because I believe oracle would have already resolved YES if we were using intraday. Apologies for not considering it sooner.

edit: sorry to answer your question, yes closing prices for everything

🤖

Meowdy! This market’s tricky with timing and ATH resets. Will dig deeper on each company’s price history and AI exposure tonight. Stay tuned for sharper picks! :3

@Gen ADBE already did it in 2022, but does it count if it gets there again? Or maybe not even loosely AI-related?

Edit: I see AMD also did it this year, but now measured from a new ATH

@deagol yeah, it’s fine if it gets there again

boughtṀ75 YES

sold Ṁ55 YES

@Bayesian I didn’t even mean to buy YES 🫣 someone else might take your offer though. We need Michael burry on site

bought Ṁ20 NO

@Gen ah lol okay makes sense. i doubt anyone fills that but true true

@Bayesian also I appended the description, if it happens before 2026 that counts too, just trying to keep the title clean really

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