Research Catalog: Access to our constantly updated research database, via a private Dropbox account (including hedge fund letters, research reports and analyses from all the top Wall Street banks)
Contributor posts published on Zero Hedge do not necessarily represent the views and opinions of Zero Hedge, and are not selected, edited or screened by Zero Hedge editors.
Want more of the news you won't get anywhere else?
Sign up now and get a curated daily recap of the most popular and important stories delivered right to your inbox.
The AI trade is not dead. If anything, it’s regaining momentum—reminding markets that tokens, not tariffs, may be the real catalyst for the next leg higher. That was the message from hedge fund legend Philippe Laffont (founder Coatue $54 billion AUM) on the latest All-In episode. Time for the next new leg higher in this old general?
Despite a strong market rebound, institutional positioning tells a different story—hedge funds are still net sellers, leverage remains near record lows, and sentiment is stuck in the gutter. With so much skepticism… what happens if the rally actually has legs?