#hedge-fund-portfolio-rotation
#hedge-fund-portfolio-rotation

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#ai-investment-shift #software-vs-semiconductors #mutual-fund-positioning #equity-market-performance

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.

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