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.
5News aggregated this summary from the outlet’s public feed. The full article, with all the context, is on www.marketwatch.com — the content belongs to MarketWatch.
