Eric Jhonsa(@EricJhonsa):The best-performing software stocks and worst-performing AI infra stocks in Q3. Think some of the former are overbought, and some of the latter are oversold, thanks to positioning, momentum reversals, and end-of-quarter window-dressing.

Eric Jhonsa

@EricJhonsa

PM for Dutch Asset. Previously: Independent L/S investor, tech columnist @thestreet @thestreetpro. Nothing here is investment advice. DMs open to talk stocks.

参加 May 2012

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Eric Jhonsa@EricJhonsa

2026.09.30 22:36

The best-performing software stocks and worst-performing AI infra stocks in Q3. Think some of the former are overbought, and some of the latter are oversold, thanks to positioning, momentum reversals, and end-of-quarter window-dressing.