Space X and Tesla are basically speculation in AI, and they dropped a lot. It’s not just RAM companies. And the Chinese company that was introduced on the stock market is not new, it already has about 14% of the global RAM business. The “Situational Awareness” fund dropped 67% with a wide mix of AI company portfolio. And AFAIK Oracle dropped on owning too much Palantir.
Space X and Tesla are basically speculation in AI, and they dropped a lot. It’s not just RAM companies. And the Chinese company that was introduced on the stock market is not new, it already has about 14% of the global RAM business. The “Situational Awareness” fund dropped 67% with a wide mix of AI company portfolio. And AFAIK Oracle dropped on owning too much Palantir.