Investor Jason Calacanis Predicts AI Stocks Will Fall Over 10% Monday

This is a sentiment story more than a market one: a prominent investor publicly framing a single executive's cautionary essay as the trigger for a sector-wide selloff, with another participant openly taking the opposite side. That disagreement is the signal — it shows how thin the consensus around AI valuations has become, where a blog post can be treated as a repricing event. The detail worth watching is Calacanis's framing of weakness as a buying opportunity; if that dip-buying reflex weakens, the narrative shifts from volatility to doubt.