According to @LexSokolin, Boaz Weinstein’s Saba Capital has been selling CDS protection on Oracle, Microsoft, Meta, Amazon, and Alphabet, positioning long credit and collecting insurance premiums. Source: @LexSokolin on X, Dec 6, 2025. According to @LexSokolin, the fund views current credit spreads as inflated by AI anxiety and aims to monetize that perceived mispricing via premium income. Source: @LexSokolin on X, Dec 6, 2025. According to @LexSokolin, this expresses AI skepticism without shorting NVIDIA stock, offering a non-directional AI risk stance relative to NVDA’s equity. Source: @LexSokolin on X, Dec 6, 2025. According to @LexSokolin, no direct cryptocurrency exposure or impact was cited in this positioning. Source: @LexSokolin on X, Dec 6, 2025.

According to @timnitGebru, there is significant concern around projects like DeepSeek and OpenAI in their attempts to create AGI. Gebru highlights that pursuing AGI can lead to harmful outcomes and should not be framed as a geopolitical competition between the US and China. This perspective is important for traders as it suggests skepticism and potential instability in AI-focused investments (source: @timnitGebru).