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Bull markets climb a wall of worry, as the old saying goes. The past six years have tested just how high that wall can get.
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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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AI companies are seeing improved financial performance, according to reports, and memory-chip companies may be able to better fend off Chinese competition with the help of U.S. officials.
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