Macro Analyst

Jul 2, 2026 · bearish

(https://www.marketwatch.com/story/this-fund-manager-bought-nvidia-and-sk-hynix-and-sold-software-before-others-his-simple-message-on-ai-follow-the-money-c3d67bea?mod=mw_rss_topstories) hard into SK Hynix and out of software names before consensus caught on. That's not new — what matters is *why*.

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