Goldman: hedge funds wipe out two years of AI stock buying in one week
SumitGup · x · 2026-10-18
Per a Goldman Sachs report, hedge funds just capitulated on AI stocks, selling global AI names for six straight days — heavy enough to wipe out almost two years of net AI buying in about a week, one of the sharpest unwinds since the post-ChatGPT hype. Crowded positioning means many funds are now taking the hit.
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