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Everyone Dumped AI. The Fundamentals Didn't

Semis were dumped. AI fundamentals weren't.

Raccontata dazerohedge.com

Timeline cronologica

1. mercoledì 29 luglio 2026·zerohedge.com
   

   The AI Trade: From Euphoria To Capitulation

   The AI trade has gone from Wall Street's most crowded... to one of its most washed-out. Credit is cracking. Positioning has been flushed. Has the pendulum swung too far?

2. giovedì 30 luglio 2026·zerohedge.com
   

   Everyone Dumped AI. The Fundamentals Didn't

   Semis were dumped. AI fundamentals weren't.