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Adam Khoo, executive chairman and co-founder at Adam Khoo Learning Technologies Group, anticipates a potential significant drop in AI Capex stocks following comments from the Anthropic CEO and support from other prominent lab leaders including Elon Musk.
Khoo suggests a 10% or greater selloff could take place as early as Monday, attributing the movement to an emotional market reaction.
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Khoo has previously drawn attention to the difference in wealth accumulation between company founders and investors, comparing Steve Jobs’s stake in Apple to Warren Buffett’s later investment gains in a prior analysis. He has also cautioned against evaluating investments based on appearance rather than substantiated records, describing such behavior as a potential scam signal in an earlier warning to investors. These past remarks reflect his consistent focus on risk awareness and careful assessment of market behavior.