(HedgeCo.Net) Hedge funds have embraced artificial intelligence as the defining equity-market opportunity of 2026. Now they face the other side of that conviction: crowding risk.
With hedge fund portfolios heavily concentrated in AI semiconductors, cloud infrastructure, hyperscale technology platforms, data-center beneficiaries, and related hardware names, the trade has become one of the most powerful sources of performance in global equity markets. It has also become one of the most vulnerab...
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