Holger Zschaepitz(@Schuldensuehner):AI trade under pressure: Goldman’s pair trade of long AI Winners vs. short AI-at-Risk stocks plunged 10%, its worst day since the DeepSeek shock in Jan 2025. The trigger: debate over slowing the pace of AI development; a reminder of how crowded the AI consensus has become.

Holger Zschaepitz

@Schuldensuehner

Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics:

加入 May 2009

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Holger Zschaepitz@Schuldensuehner

2026.09.15 10:09

AI trade under pressure: Goldman’s pair trade of long AI Winners vs. short AI-at-Risk stocks plunged 10%, its worst day since the DeepSeek shock in Jan 2025. The trigger: debate over slowing the pace of AI development; a reminder of how crowded the AI consensus has become.