Investor dubbed the ‘AI stock god’ had 56% of his hedge fund invested in these two stocks before the July blow-up
At the end of the first half of 2026, on the cusp of a major correction in the sector, more than three quarters of the Situational Awareness fund was betting on just five stocks, all of which were, in essence, one big bet on AI.
At the end of the first half of 2026, on the cusp of a major correction in the sector, more than three quarters of the Situational Awareness fund was betting on just five stocks, all of which were, in essence, one big bet on AI. This story matters for Finance & Markets readers tracking fund. Reported by marketwatch.com. Read the full original at the source link below.
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