When you speak with HF analysts they just talk about some saas business they like, but so rare to hear them talk about real AI stocks (aside from nvda)? Like BBAI, SOUN, AI, SMCI, all these big opportunities up 200% this year that no one caught? Many of them were in nvda 13f, and still never hear about them. lol is that why HFs underperforms QQQ this year (again)?
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I really can't tell if you're trolling or not - I guess that means its a good troll post?
Who said we don't lol
Think it’s better to assume that these firms have throughly considered these firms and passed and many of them are not large enough to short. You seriously think professional investors who do nothing but research these stocks all day didn’t know about AI before the layman became aware of it in 2022?
Why are they shorts? AI theme and huge momentum
Just because a business uses a shiny new technology does not mean it’s a good business that can scale and make some money for investors. No reason to fund science projects and once again I think professional public investors have some idea on how to calculate risk to upside.
Most HFs strategy isn't just catching a theme. They are not designed to identify a bunch of themes ahead of when they'll all-of-a-sudden matter. AI has been a hot topic for years believe it or not and now all of a sudden that NVDA has the numbers to show for it, every other related stock goes up. It is incredibly similar to the 2021 dynamics of meme-like momentum/FOMO style trading that got a bunch of HFs smoked the following year when all those tailwinds subsided for the MAJORITY of those companies. Crypto is the same thing. Hell why aren't HFs balls long BTC?? It's up a ton, right??
Point is hedge funds are looking for dramatic changes in fundamentals across a multitude of timelines. I agree with the idea that if you're a tech focused hedge fund and you aren't all over a lot of this stuff then you deserve to be out of biz but also a ton of this stuff is just as mentioned above 1) not scaleable, 2) not financially viable, or 3) a fad
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