@izja19877
AI for the whole package 💸
US hedge funds have increased their positions in Magnificent 7. Currently, their net share in portfolios has reached 22% - a historical maximum.
What's happening:
▪️ The share has increased by +10 percentage points since April 2025
▪️ From the minimum of the bear market in 2022, the positions have increased almost threefold
▪️ Investments in semiconductors and equipment are at a 5-year high
▪️ Investments in software, on the contrary, are at a 5-year low 💀
In fact, hedge funds have made the largest bet on the tech sector and especially on AI (chips and infrastructure).
An AI bubble? No, never heard of it 😊
@#izja19877
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