POPA Recon🔽Why AI stocks are falling (Jordy Visser) source
🔽Why AI stocks are falling (Jordy Visser) source 1. The performance of many AI semiconductor companies is still growing rapidly, but the problem is that the rate of increase in growth rate is slowing. This does not mean that the fundamentals of AI companies have deteriorated, but that growth over the next two years is already reflected. 2. As the volatility of AI momentum stocks soars, personal credit accounts, long-short hedge funds, multi-strategy funds, and system quantitative strategies are simultaneously reducing their positions. Volatility Target Strategy Automatically Reduces Risk Exp…
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