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Hedge funds trimmed leverage, not exposure: what Julys crowding data actually shows
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Hedge funds trimmed leverage, not exposure: what Julys crowding data actually shows

opalesque
1 month ago
Matthias Knab, Opalesque for New Managers: The July crowding data shows funds refining AI exposure rather than abandoning it. The most revealing single name is not Nvidia, but Intel - which now sits on the most-crowded list on both sides of the book.

The question that has hung over the AI trade sin...

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