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1 briefing · “ai stocks”

TrendingChina AI Stocks Michael Burry Sentiment Global Markets Hedge Funds Earnings Momentum Risk Management Substack

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China AI stocks jumped 65% H1, then Michael Burry warned the trade’s “reckoning”

China AI stocks jumped 65% H1, then Michael Burry warned the trade’s “reckoning”

A 65% first-half surge is colliding with US bearish bets on the global AI trade, and sentiment is wobbling.

By Khalid Al-Harbi·about 8 hours ago· 4 min