Hedge funds & mutual funds are splitting on the AI trade. HFs bought $MSFT $AMZN, but cut $NVDA $META $GOOGL $AVGO. Mutual funds bought $AMD $MU $SNDK. Where BOTH were buying? AI infrastructure/power names including $AEP $BE $CRWV $STX $TLN $XEL. https://t.co/NDBjdoHBXU
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