Investor dubbed the ‘AI stock god’ had 56% of his hedge fund invested in these two stocks before the July blow-up

MarketWatch TechAugust 17, 2026en

At the end of the first half of 2026, on the cusp of a major correction in the sector, more than three quarters of the Situational Awareness fund was betting on just five stocks, all of which were, in essence, one big bet on AI.

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