Tsachy Mishal
@CapitalObserver
Tweets are not recommendations or offers of services & are for educational purposes only. I may buy or sell securities I tweet about for myself or clients.
Joined April 2009
915 Following 16K Followers
Everyone was blaming degenerate S. Koreans for the crazy moves in semis. Turns out it was degenerate hedge funds
Bloomberg: “Value Aligned Research Advisors, a New Jersey-based hedge fund .. fell 44% last month .. The losses pared the year-to-date returns for the $20 billion flagship AI Fund to 65% through July .. It was up nearly 200% through June, according to an investor document seen by Bloomberg News.”
"In total, the firm managed about $26.4 billion at the end of June, 16 months after launching its hedge fund. Founded by Ben Hoskin and David Field, Value Aligned Research Advisors focuses on stocks likely to benefit from what they called the rise of “transformative AI.”
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