Paradis
@ParadisLabs
AI & Tech Investment Research. No financial advice.
加入 March 2026
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Rough.
Hedge funds have net sold Global AI stocks for five consecutive sessions (Oct 8 - Oct 14).
From a flow perspective, all of the cumulative net buying in this group since the start of 2025 by HFs has now been unwound.
Source: GS FICC & Equities
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