Investor dubbed ‘AI stock god’ had 56% of his funds in these two stocks before the July blowup
Aug 17, 2026
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.
https://www.marketwatch.com/story/investor-dubbed-ai-stock-god-had-56-of-his-funds-in-these-two-stocks-before-it-blew-up-07472f46?mod=mw_rss_topstories
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