#ai-investment-shift
#ai-investment-shift

[ follow ]

#software-vs-semiconductors #hedge-fund-portfolio-rotation #mutual-fund-positioning

Goldman Sachs just ran some ugly numbers on the SaaSPocalypse-and found hedge funds are dumping software and piling into semis | Fortune

Hedge funds and mutual funds are rotating portfolios away from software toward semiconductors, reflecting a reassessment of where AI value accrues.

[ Load more ]